Clear Investment Research’s Capital Group Growth ETF CGGR Stock Holding History

Clear Investment Research’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	–	Sell	-1,507	Closed	-$60.5K	–	78
2026 Q1	$60.5K	Buy	+1,507	New	+$65.1K	0.09%	100
2025 Q4	–	Sell	-1,504	Closed	-$66.1K	–	78
2025 Q3	$66.1K	Hold	1,504	–	–	0.09%	104
2025 Q2	$61.1K	Hold	1,504	–	–	0.08%	103
2025 Q1	$51.5K	Buy	1,504 +18	+1%	+$674	0.07%	108
2024 Q4	$55.2K	Buy	1,486 +3	+0.2%	+$110	0.07%	103
2024 Q3	$51.6K	Buy	1,483 +2	+0.1%	+$66	0.07%	104
2024 Q2	$48.7K	Hold	1,481	–	–	0.06%	98
2024 Q1	$47.4K	Buy	+1,481	New	+$44.5K	0.06%	102

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 22.9% 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

Clear Investment Research's CGGR Position: Q2 2026 in Review

Clear Investment Research sold out of Capital Group Growth ETF (CGGR) in Q2 2026, closing a stake of 1,507 shares — an estimated $60.5K sold.

Clear Investment Research first reported a position in CGGR in Q1 2024 and held it in 8 quarters. The position peaked at $66.1K in Q3 2025. 653 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Clear Investment Research reported no remaining Capital Group Growth ETF position as of Q2 2026 after selling out during the quarter.
Clear Investment Research sold 1,507 Capital Group Growth ETF shares in Q2 2026, an estimated $60.5K.
Clear Investment Research first reported a position in Capital Group Growth ETF in Q1 2024 and held it in 8 quarters.
Clear Investment Research's Capital Group Growth ETF position peaked at $66.1K in Q3 2025.
653 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.