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CapWealth Advisors’s Capital Group Growth ETF CGGR Stock Holding History

CapWealth Advisors’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 		$2.61M Sell
55,309
-3,754
-6% -$170K 0.18% 63
2026
Q1 		$2.37M Sell
59,063
-1,255
-2% -$54.2K 0.18% 63
2025
Q4 		$2.68M Sell
60,318
-1,577
-3% -$69.6K 0.18% 66
2025
Q3 		$2.72M Sell
61,895
-1,735
-3% -$73.3K 0.19% 65
2025
Q2 		$2.59M Sell
63,630
-1,751
-3% -$63.9K 0.25% 52
2025
Q1 		$2.24M Sell
65,381
-1,830
-3% -$68.5K 0.24% 53
2024
Q4 		$2.5M Sell
67,211
-3,185
-5% -$117K 0.27% 52
2024
Q3 		$2.45M Sell
70,396
-2,158
-3% -$71.5K 0.27% 53
2024
Q2 		$2.39M Sell
72,554
-1,367
-2% -$43.4K 0.3% 49
2024
Q1 		$2.36M Sell
73,921
-96
-0.1% -$2.89K 0.27% 51
2023
Q4 		$2.09M Sell
74,017
-327
-0.4% -$8.46K 0.25% 51
2023
Q3 		$1.82M Sell
74,344
-1,333
-2% -$33.8K 0.23% 58
2023
Q2 		$1.91M Sell
75,677
-1,484
-2% -$34.6K 0.23% 57
2023
Q1 		$1.73M Sell
77,161
-1,070
-1% -$23.2K 0.22% 60
2022
Q4 		$1.56M Hold
78,231
– – 0.18% 63
2022
Q3 		$1.53M Buy
78,231
+39,201
+100% +$838K 0.2% 62
2022
Q2 		$779K Buy
+39,030
New +$880K 0.09% 75

Other funds holding CGGR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

CapWealth Advisors's CGGR Position: Q2 2026 in Review

CapWealth Advisors reduced its Capital Group Growth ETF (CGGR) stake by 6.4% in Q2 2026, selling an estimated $170K and leaving 55,309 shares worth $2.61M. The position accounts for 0.18% of the portfolio, ranked #63.

CapWealth Advisors first reported a position in CGGR in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.72M in Q3 2025. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • CapWealth Advisors held 55,309 shares of Capital Group Growth ETF worth $2.61M as of Q2 2026.
  • CapWealth Advisors sold 3,754 Capital Group Growth ETF shares in Q2 2026, an estimated $170K.
  • Capital Group Growth ETF made up 0.18% of CapWealth Advisors's portfolio in Q2 2026, its #63 holding.
  • CapWealth Advisors first reported a position in Capital Group Growth ETF in Q2 2022 and has held it in 17 quarters since.
  • CapWealth Advisors's Capital Group Growth ETF position peaked at $2.72M in Q3 2025.
  • 652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on CapWealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.