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Cassady Wealth & Retirement Planning’s Capital Group Growth ETF CGGR Stock Holding History

Cassady Wealth & Retirement 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 		$4.35M Buy
92,081
+11,101
+14% +$502K 2.02% 17
2026
Q1 		$3.61M Buy
80,980
+22,734
+39% +$982K 1.87% 16
2025
Q4 		$2.59M Buy
+58,246
New +$2.57M 1.69% 24

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

Cassady Wealth & Retirement Planning's CGGR Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning increased its Capital Group Growth ETF (CGGR) stake by 14% in Q2 2026, buying an estimated $502K and bringing the position to 92,081 shares worth $4.35M. The position accounts for 2.02% of the portfolio, ranked #17.

Cassady Wealth & Retirement Planning first reported a position in CGGR in Q4 2025 and has held it in 3 quarters since. 650 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 92,081 shares of Capital Group Growth ETF worth $4.35M as of Q2 2026.
  • Cassady Wealth & Retirement Planning bought 11,101 Capital Group Growth ETF shares in Q2 2026, an estimated $502K.
  • Capital Group Growth ETF made up 2.02% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #17 holding.
  • Cassady Wealth & Retirement Planning first reported a position in Capital Group Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 650 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.