Capital Management Associates Inc’s Capital Group Growth ETF CGGR Stock Holding History

Capital Management Associates Inc’s Portfolio CGGR Stock Details CGGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.33M	Sell	28,089 -2,309	-8%	-$104K	0.27%	59
2026 Q1	$1.22M	Buy	30,398 +2,520	+9%	+$109K	0.28%	56
2025 Q4	$1.24M	Buy	27,878 +58	+0.2%	+$2.56K	0.27%	56
2025 Q3	$1.22M	Buy	27,820 +390	+1%	+$16.5K	0.33%	46
2025 Q2	$1.12M	Sell	27,430 -27,430	-50%	-$1M	0.35%	45
2025 Q1	$1.88M	Buy	54,860 +32,437	+145%	+$1.21M	0.43%	32
2024 Q4	$833K	Buy	22,423 +2,139	+11%	+$78.6K	0.31%	44
2024 Q3	$706K	Buy	20,284 +6,033	+42%	+$200K	0.29%	51
2024 Q2	$469K	Buy	+14,251	New	+$452K	0.28%	50

Other funds holding CGGR

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

AFA

AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

WSA

Wealth Science Advisors Alpharetta, Georgia $225M AUM

Capital Management Associates Inc's CGGR Position: Q2 2026 in Review

Capital Management Associates Inc reduced its Capital Group Growth ETF (CGGR) stake by 7.6% in Q2 2026, selling an estimated $104K and leaving 28,089 shares worth $1.33M. The position accounts for 0.27% of the portfolio, ranked #59.

Capital Management Associates Inc first reported a position in CGGR in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.88M in Q1 2025. 199 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Capital Management Associates Inc held 28,089 shares of Capital Group Growth ETF worth $1.33M as of Q2 2026.
Capital Management Associates Inc sold 2,309 Capital Group Growth ETF shares in Q2 2026, an estimated $104K.
Capital Group Growth ETF made up 0.27% of Capital Management Associates Inc's portfolio in Q2 2026, its #59 holding.
Capital Management Associates Inc first reported a position in Capital Group Growth ETF in Q2 2024 and has held it in 9 quarters since.
Capital Management Associates Inc's Capital Group Growth ETF position peaked at $1.88M in Q1 2025.
199 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Capital Management Associates Inc's 13F filing for Q2 2026, filed 22 Jul 2026.