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Capital Planning’s Capital Group Growth ETF CGGR Stock Holding History

Capital Planning’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 		$938K Sell
19,864
-1,213
-6% -$54.8K 0.27% 38
2026
Q1 		$847K Hold
21,077
– – 0.28% 40
2025
Q4 		$939K Buy
21,077
+4
+0% +$177 0.26% 41
2025
Q3 		$926K Hold
21,073
– – 0.27% 41
2025
Q2 		$857K Sell
21,073
-38,430
-65% -$1.4M 0.27% 37
2025
Q1 		$2.04M Sell
59,503
-1,458
-2% -$54.6K 0.57% 36
2024
Q4 		$2.27M Sell
60,961
-1,559
-2% -$57.3K 0.59% 37
2024
Q3 		$2.18M Buy
62,520
+272
+0.4% +$9.01K 0.61% 34
2024
Q2 		$2.05M Sell
62,248
-355
-0.6% -$11.3K 0.61% 34
2024
Q1 		$2M Sell
62,603
-2,100
-3% -$63.1K 0.65% 32
2023
Q4 		$1.83M Buy
64,703
+4,907
+8% +$127K 0.65% 30
2023
Q3 		$1.47M Sell
59,796
-741
-1% -$18.8K 0.58% 36
2023
Q2 		$1.53M Buy
60,537
+1,122
+2% +$26.1K 0.6% 34
2023
Q1 		$1.33M Buy
59,415
+5,468
+10% +$119K 0.55% 35
2022
Q4 		$1.08M Buy
53,947
+36,259
+205% +$738K 0.48% 39
2022
Q3 		$345K Sell
17,688
-836
-5% -$17.9K 0.2% 49
2022
Q2 		$370K Buy
+18,524
New +$417K 0.2% 48

Other funds holding CGGR

BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
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
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
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
SIAS
Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 1-Year Est. Return

Capital Planning's CGGR Position: Q2 2026 in Review

Capital Planning reduced its Capital Group Growth ETF (CGGR) stake by 5.8% in Q2 2026, selling an estimated $54.8K and leaving 19,864 shares worth $938K. The position accounts for 0.27% of the portfolio, ranked #38.

Capital Planning first reported a position in CGGR in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.27M in Q4 2024. 229 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Capital Planning held 19,864 shares of Capital Group Growth ETF worth $938K as of Q2 2026.
  • Capital Planning sold 1,213 Capital Group Growth ETF shares in Q2 2026, an estimated $54.8K.
  • Capital Group Growth ETF made up 0.27% of Capital Planning's portfolio in Q2 2026, its #38 holding.
  • Capital Planning first reported a position in Capital Group Growth ETF in Q2 2022 and has held it in 17 quarters since.
  • Capital Planning's Capital Group Growth ETF position peaked at $2.27M in Q4 2024.
  • 229 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

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