CapWealth Advisors
CGGR icon

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
Q3 		$2.53M Sell
53,392
-1,917
-3% -$89.3K 0.19% 61
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

Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
JSF Financial
JSF Financial Los Angeles, California $655M AUM 20.11% 1-Year Est. Return
Johnson Bixby & Associates
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Ergawealth Advisors
Ergawealth Advisors Oak Brook, Illinois $253M AUM 8.74% 1-Year Est. Return

CapWealth Advisors's CGGR Position: Q3 2026 in Review

CapWealth Advisors reduced its Capital Group Growth ETF (CGGR) stake by 3.5% in Q3 2026, selling an estimated $89.3K and leaving 53,392 shares worth $2.53M. The position accounts for 0.19% of the portfolio, ranked #61.

CapWealth Advisors first reported a position in CGGR in Q2 2022 and has held it in 18 quarters since. The position peaked at $2.72M in Q3 2025. 223 funds tracked by Wall St. Rank hold CGGR as of Q3 2026.

  • CapWealth Advisors held 53,392 shares of Capital Group Growth ETF worth $2.53M as of Q3 2026.
  • CapWealth Advisors sold 1,917 Capital Group Growth ETF shares in Q3 2026, an estimated $89.3K.
  • Capital Group Growth ETF made up 0.19% of CapWealth Advisors's portfolio in Q3 2026, its #61 holding.
  • CapWealth Advisors first reported a position in Capital Group Growth ETF in Q2 2022 and has held it in 18 quarters since.
  • CapWealth Advisors's Capital Group Growth ETF position peaked at $2.72M in Q3 2025.
  • 223 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2026.

Based on CapWealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.