Core Wealth Partners’s Capital Group Growth ETF CGGR Stock Holding History

Core Wealth 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	$597K	Buy	12,638 +3,262	+35%	+$147K	0.25%	91
2026 Q1	$377K	Sell	9,376 -1,994	-18%	-$86.1K	0.18%	109
2025 Q4	$506K	Buy	11,370 +564	+5%	+$24.9K	0.23%	89
2025 Q3	$475K	Buy	10,806 +4,586	+74%	+$194K	0.22%	95
2025 Q2	$253K	Buy	+6,220	New	+$227K	0.13%	144

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 22.96% 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

Core Wealth Partners's CGGR Position: Q2 2026 in Review

Core Wealth Partners increased its Capital Group Growth ETF (CGGR) stake by 35% in Q2 2026, buying an estimated $147K and bringing the position to 12,638 shares worth $597K. The position accounts for 0.25% of the portfolio, ranked #91.

Core Wealth Partners first reported a position in CGGR in Q2 2025 and has held it in 5 quarters since. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Core Wealth Partners held 12,638 shares of Capital Group Growth ETF worth $597K as of Q2 2026.
Core Wealth Partners bought 3,262 Capital Group Growth ETF shares in Q2 2026, an estimated $147K.
Capital Group Growth ETF made up 0.25% of Core Wealth Partners's portfolio in Q2 2026, its #91 holding.
Core Wealth Partners first reported a position in Capital Group Growth ETF in Q2 2025 and has held it in 5 quarters since.
652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.