Corient Private Wealth’s Capital Group Growth ETF CGGR Stock Holding History

Corient Private Wealth’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	$2.7M	Buy	57,262 +3,423	+6%	+$155K	﹤0.01%	1193
2026 Q1	$14.2K	Sell	53,839 -2,677	-5%	-$116K	﹤0.01%	2795
2025 Q4	$2.51M	Sell	56,516 -512	-0.9%	-$22.6K	﹤0.01%	1040
2025 Q3	$2.5M	Sell	57,028 -8,073	-12%	-$341K	﹤0.01%	968
2025 Q2	$2.65M	Buy	+65,101	New	+$2.38M	﹤0.01%	918
2025 Q1	–	Sell	-61,539	Closed	-$165K	–	2314
2024 Q4	$165K	Sell	61,539 -10,480	-15%	-$385K	﹤0.01%	2165
2024 Q3	$2.51M	Sell	72,019 -11,139	-13%	-$369K	﹤0.01%	995
2024 Q2	$2.74M	Sell	83,158 -54,147	-39%	-$1.72M	﹤0.01%	897
2024 Q1	$4.39M	Sell	137,305 -38,653	-22%	-$1.16M	0.01%	742
2023 Q4	$4.97M	Sell	175,958 -11,436	-6%	-$296K	0.01%	697
2023 Q3	$4.59M	Sell	187,394 -190	-0.1%	-$4.82K	0.01%	654
2023 Q2	$4.73M	Buy	+187,584	New	+$4.37M	0.01%	645

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

Corient Private Wealth's CGGR Position: Q2 2026 in Review

Corient Private Wealth increased its Capital Group Growth ETF (CGGR) stake by 6.4% in Q2 2026, buying an estimated $155K and bringing the position to 57,262 shares worth $2.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1193.

Corient Private Wealth first reported a position in CGGR in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.97M in Q4 2023. 653 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Corient Private Wealth held 57,262 shares of Capital Group Growth ETF worth $2.7M as of Q2 2026.
Corient Private Wealth bought 3,423 Capital Group Growth ETF shares in Q2 2026, an estimated $155K.
Capital Group Growth ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1193 holding.
Corient Private Wealth first reported a position in Capital Group Growth ETF in Q2 2023 and has held it in 12 quarters since.
Corient Private Wealth's Capital Group Growth ETF position peaked at $4.97M in Q4 2023.
653 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.