Carnegie Lake Advisors’s Capital Group Growth ETF CGGR Stock Holding History

Carnegie Lake 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	$903K	Buy	19,136 +767	+4%	+$34.7K	0.34%	71
2026 Q1	$738K	Buy	18,369 +450	+3%	+$19.4K	0.29%	87
2025 Q4	$797K	Buy	17,919 +3	+0%	+$132	0.3%	82
2025 Q3	$787K	Buy	17,916 +4,340	+32%	+$183K	0.3%	87
2025 Q2	$552K	Buy	13,576 +695	+5%	+$25.4K	0.22%	100
2025 Q1	$441K	Buy	12,881 +1,240	+11%	+$46.4K	0.18%	108
2024 Q4	$433K	Buy	11,641 +3,563	+44%	+$131K	0.17%	107
2024 Q3	$281K	Buy	+8,078	New	+$268K	0.11%	121

Other funds holding CGGR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Carnegie Lake Advisors's CGGR Position: Q2 2026 in Review

Carnegie Lake Advisors increased its Capital Group Growth ETF (CGGR) stake by 4.2% in Q2 2026, buying an estimated $34.7K and bringing the position to 19,136 shares worth $903K. The position accounts for 0.34% of the portfolio, ranked #71.

Carnegie Lake Advisors first reported a position in CGGR in Q3 2024 and has held it in 8 quarters since. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Carnegie Lake Advisors held 19,136 shares of Capital Group Growth ETF worth $903K as of Q2 2026.
Carnegie Lake Advisors bought 767 Capital Group Growth ETF shares in Q2 2026, an estimated $34.7K.
Capital Group Growth ETF made up 0.34% of Carnegie Lake Advisors's portfolio in Q2 2026, its #71 holding.
Carnegie Lake Advisors first reported a position in Capital Group Growth ETF in Q3 2024 and has held it in 8 quarters since.
651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Carnegie Lake Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.