Cerity Partners
CGGR icon

Cerity Partners’s Capital Group Growth ETF CGGR Stock Holding History

Cerity Partners’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 		$35M Buy
741,703
+174
+0% +$7.87K 0.04% 329
2026
Q1 		$29.8M Buy
741,529
+634,546
+593% +$27.4M 0.04% 342
2025
Q4 		$4.76M Buy
106,983
+45,294
+73% +$2M 0.01% 947
2025
Q3 		$2.71M Sell
61,689
-5,072
-8% -$214K ﹤0.01% 1146
2025
Q2 		$2.71M Buy
66,761
+42,631
+177% +$1.56M ﹤0.01% 1077
2025
Q1 		$826K Sell
24,130
-668
-3% -$25K ﹤0.01% 1510
2024
Q4 		$922K Buy
24,798
+728
+3% +$26.7K ﹤0.01% 1460
2024
Q3 		$837K Buy
24,070
+7,170
+42% +$238K ﹤0.01% 1485
2024
Q2 		$556K Hold
16,900
– – ﹤0.01% 1498
2024
Q1 		$541K Buy
16,900
+4,110
+32% +$124K ﹤0.01% 1563
2023
Q4 		$361K Buy
+12,790
New +$331K ﹤0.01% 1426

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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cerity Partners's CGGR Position: Q2 2026 in Review

Cerity Partners increased its Capital Group Growth ETF (CGGR) stake by 0.02% in Q2 2026, buying an estimated $7.87K and bringing the position to 741,703 shares worth $35M. The position accounts for 0.04% of the portfolio, ranked #329.

Cerity Partners first reported a position in CGGR in Q4 2023 and has held it in 11 quarters since. 626 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Cerity Partners held 741,703 shares of Capital Group Growth ETF worth $35M as of Q2 2026.
  • Cerity Partners bought 174 Capital Group Growth ETF shares in Q2 2026, an estimated $7.87K.
  • Capital Group Growth ETF made up 0.04% of Cerity Partners's portfolio in Q2 2026, its #329 holding.
  • Cerity Partners first reported a position in Capital Group Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 626 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.