CWG
CGGR icon

Crown Wealth Group’s Capital Group Growth ETF CGGR Stock Holding History

Crown Wealth Group’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 		$303K Buy
6,412
+754
+13% +$34.1K 0.08% 113
2026
Q1 		$227K Hold
5,658
– – 0.07% 130
2025
Q4 		$252K Hold
5,658
– – 0.07% 115
2025
Q3 		$248K Hold
5,658
– – 0.07% 103
2025
Q2 		$230K Buy
+5,658
New +$206K 0.09% 101

Other funds holding CGGR

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JF
JSF Financial Los Angeles, California $632M AUM 27.63% 1-Year Est. Return

Crown Wealth Group's CGGR Position: Q2 2026 in Review

Crown Wealth Group increased its Capital Group Growth ETF (CGGR) stake by 13% in Q2 2026, buying an estimated $34.1K and bringing the position to 6,412 shares worth $303K. The position accounts for 0.08% of the portfolio, ranked #113.

Crown Wealth Group first reported a position in CGGR in Q2 2025 and has held it in 5 quarters since. 311 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Crown Wealth Group held 6,412 shares of Capital Group Growth ETF worth $303K as of Q2 2026.
  • Crown Wealth Group bought 754 Capital Group Growth ETF shares in Q2 2026, an estimated $34.1K.
  • Capital Group Growth ETF made up 0.08% of Crown Wealth Group's portfolio in Q2 2026, its #113 holding.
  • Crown Wealth Group first reported a position in Capital Group Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 311 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.