Crown Wealth Group
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
Q3 		$268K Sell
5,658
-754
-12% -$35.1K 0.07% 112
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Forge Financial Services
Forge Financial Services Edmond, Oklahoma $1.17B AUM 12.47% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Crown Wealth Group's CGGR Position: Q3 2026 in Review

Crown Wealth Group reduced its Capital Group Growth ETF (CGGR) stake by 12% in Q3 2026, selling an estimated $35.1K and leaving 5,658 shares worth $268K. The position accounts for 0.07% of the portfolio, ranked #112.

Crown Wealth Group first reported a position in CGGR in Q2 2025 and has held it in 6 quarters since. The position peaked at $303K in Q2 2026. 428 funds tracked by Wall St. Rank hold CGGR as of Q3 2026.

  • Crown Wealth Group held 5,658 shares of Capital Group Growth ETF worth $268K as of Q3 2026.
  • Crown Wealth Group sold 754 Capital Group Growth ETF shares in Q3 2026, an estimated $35.1K.
  • Capital Group Growth ETF made up 0.07% of Crown Wealth Group's portfolio in Q3 2026, its #112 holding.
  • Crown Wealth Group first reported a position in Capital Group Growth ETF in Q2 2025 and has held it in 6 quarters since.
  • Crown Wealth Group's Capital Group Growth ETF position peaked at $303K in Q2 2026.
  • 428 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.