Centerline Wealth Advisors’s Capital Group Growth ETF CGGR Stock Holding History

Centerline Wealth 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	$1.8M	Sell	38,114 -615	-2%	-$27.8K	0.56%	35
2026 Q1	$1.56M	Sell	38,729 -32,134	-45%	-$1.39M	0.56%	35
2025 Q4	$3.15M	Sell	70,863 -121,701	-63%	-$5.37M	1.14%	22
2025 Q3	$8.46M	Sell	192,564 -13,529	-7%	-$571K	3.68%	14
2025 Q2	$8.38M	Sell	206,093 -67,758	-25%	-$2.47M	4.11%	13
2025 Q1	$9.38M	Sell	273,851 -20,410	-7%	-$764K	5.59%	8
2024 Q4	$10.9M	Buy	+294,261	New	+$10.8M	6.39%	7

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

Centerline Wealth Advisors's CGGR Position: Q2 2026 in Review

Centerline Wealth Advisors reduced its Capital Group Growth ETF (CGGR) stake by 1.6% in Q2 2026, selling an estimated $27.8K and leaving 38,114 shares worth $1.8M. The position accounts for 0.56% of the portfolio, ranked #35.

Centerline Wealth Advisors first reported a position in CGGR in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.9M in Q4 2024. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Centerline Wealth Advisors held 38,114 shares of Capital Group Growth ETF worth $1.8M as of Q2 2026.
Centerline Wealth Advisors sold 615 Capital Group Growth ETF shares in Q2 2026, an estimated $27.8K.
Capital Group Growth ETF made up 0.56% of Centerline Wealth Advisors's portfolio in Q2 2026, its #35 holding.
Centerline Wealth Advisors first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 7 quarters since.
Centerline Wealth Advisors's Capital Group Growth ETF position peaked at $10.9M in Q4 2024.
652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Centerline Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.