Charter Capital Management’s Capital Group Growth ETF CGGR Stock Holding History

Charter Capital 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	$8.55M	Buy	181,234 +4,445	+3%	+$201K	3.79%	6
2026 Q1	$7.11M	Buy	176,789 +6,285	+4%	+$271K	3.56%	6
2025 Q4	$7.58M	Buy	170,504 +9,388	+6%	+$414K	3.92%	6
2025 Q3	$7.08M	Buy	161,116 +8,465	+6%	+$357K	3.82%	6
2025 Q2	$6.21M	Buy	+152,651	New	+$5.57M	3.64%	6

Other funds holding CGGR

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Charter Capital Management's CGGR Position: Q2 2026 in Review

Charter Capital Management increased its Capital Group Growth ETF (CGGR) stake by 2.5% in Q2 2026, buying an estimated $201K and bringing the position to 181,234 shares worth $8.55M. The position accounts for 3.79% of the portfolio, ranked #6.

Charter Capital Management first reported a position in CGGR in Q2 2025 and has held it in 5 quarters since. 370 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Charter Capital Management held 181,234 shares of Capital Group Growth ETF worth $8.55M as of Q2 2026.
Charter Capital Management bought 4,445 Capital Group Growth ETF shares in Q2 2026, an estimated $201K.
Capital Group Growth ETF made up 3.79% of Charter Capital Management's portfolio in Q2 2026, its #6 holding.
Charter Capital Management first reported a position in Capital Group Growth ETF in Q2 2025 and has held it in 5 quarters since.
370 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Charter Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.