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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

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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
SIAS
Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 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. 229 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.
  • 229 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.