Challenger Wealth Management’s Capital Group Growth ETF CGGR Stock Holding History

Challenger Wealth Management’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	$20.3M	Sell	429,347 -14,838	-3%	-$671K	14.92%	2
2026 Q1	$17.9M	Buy	444,185 +1,506	+0.3%	+$65K	14.26%	2
2025 Q4	$19.7M	Buy	442,679 +10,901	+3%	+$481K	15.02%	2
2025 Q3	$19M	Sell	431,778 -1,950	-0.4%	-$82.3K	14.83%	2
2025 Q2	$17.6M	Buy	433,728 +43,605	+11%	+$1.59M	12.23%	2
2025 Q1	$13.4M	Buy	390,123 +183,765	+89%	+$6.88M	10.59%	2
2024 Q4	$7.67M	Buy	+206,358	New	+$7.58M	6.61%	2

Other funds holding CGGR

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

NECFA

New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JSF Financial Los Angeles, California $632M AUM 27.63% 1-Year Est. Return

Challenger Wealth Management's CGGR Position: Q2 2026 in Review

Challenger Wealth Management reduced its Capital Group Growth ETF (CGGR) stake by 3.3% in Q2 2026, selling an estimated $671K and leaving 429,347 shares worth $20.3M. The position accounts for 14.92% of the portfolio, ranked #2.

Challenger Wealth Management first reported a position in CGGR in Q4 2024 and has held it in 7 quarters since. 331 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Challenger Wealth Management held 429,347 shares of Capital Group Growth ETF worth $20.3M as of Q2 2026.
Challenger Wealth Management sold 14,838 Capital Group Growth ETF shares in Q2 2026, an estimated $671K.
Capital Group Growth ETF made up 14.92% of Challenger Wealth Management's portfolio in Q2 2026, its #2 holding.
Challenger Wealth Management first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 7 quarters since.
331 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Challenger Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.