Colonial River Investments’s Capital Group Growth ETF CGGR Stock Holding History

Colonial River Investments’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	$1.92M	Sell	40,663 -47,098	-54%	-$2.13M	0.55%	48
2026 Q1	$3.53M	Sell	87,761 -196,369	-69%	-$8.48M	1.26%	15
2025 Q4	$12.6M	Buy	284,130 +17,970	+7%	+$793K	4.5%	3
2025 Q3	$11.7M	Buy	266,160 +20,598	+8%	+$870K	4.31%	3
2025 Q2	$10.1M	Buy	245,562 +41,188	+20%	+$1.5M	4.33%	4
2025 Q1	$7M	Buy	204,374 +95,564	+88%	+$3.58M	3.85%	5
2024 Q4	$4.04M	Sell	108,810 -227	-0.2%	-$8.34K	1.96%	7
2024 Q3	$3.79M	Buy	109,037 +3,246	+3%	+$108K	1.88%	9
2024 Q2	$3.48M	Buy	105,791 +7,792	+8%	+$247K	1.87%	9
2024 Q1	$3.14M	Buy	97,999 +74,775	+322%	+$2.25M	1.77%	9
2023 Q4	$656K	Sell	23,224 -17,394	-43%	-$450K	0.39%	78
2023 Q3	$995K	Buy	+40,618	New	+$1.03M	0.65%	47

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

Colonial River Investments's CGGR Position: Q2 2026 in Review

Colonial River Investments reduced its Capital Group Growth ETF (CGGR) stake by 54% in Q2 2026, selling an estimated $2.13M and leaving 40,663 shares worth $1.92M. The position accounts for 0.55% of the portfolio, ranked #48.

Colonial River Investments first reported a position in CGGR in Q3 2023 and has held it in 12 quarters since. The position peaked at $12.6M in Q4 2025. 334 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Colonial River Investments held 40,663 shares of Capital Group Growth ETF worth $1.92M as of Q2 2026.
Colonial River Investments sold 47,098 Capital Group Growth ETF shares in Q2 2026, an estimated $2.13M.
Capital Group Growth ETF made up 0.55% of Colonial River Investments's portfolio in Q2 2026, its #48 holding.
Colonial River Investments first reported a position in Capital Group Growth ETF in Q3 2023 and has held it in 12 quarters since.
Colonial River Investments's Capital Group Growth ETF position peaked at $12.6M in Q4 2025.
334 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Colonial River Investments's 13F filing for Q2 2026, filed 24 Jul 2026.