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CX Institutional’s Capital Group Growth ETF CGGR Stock Holding History

CX Institutional’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 		$33K Sell
701
-3,330
-83% -$155K ﹤0.01% 1104
2026
Q2 		$190K Buy
4,031
+3,330
+475% +$151K 0.01% 752
2026
Q1 		$28K Sell
701
-889
-56% -$38.4K ﹤0.01% 1069
2025
Q4 		$71K Buy
1,590
+1
+0.1% +$44 ﹤0.01% 912
2025
Q3 		$70K Hold
1,589
– – ﹤0.01% 881
2025
Q2 		$65K Buy
1,589
+200
+14% +$7.3K ﹤0.01% 820
2025
Q1 		$48K Buy
+1,389
New +$52K ﹤0.01% 841

Other funds holding CGGR

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
AT
Adelphi Trust Saint Petersburg, Florida $152M AUM 20.39% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

CX Institutional's CGGR Position: Q3 2026 in Review

CX Institutional reduced its Capital Group Growth ETF (CGGR) stake by 83% in Q3 2026, selling an estimated $155K and leaving 701 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #1104.

CX Institutional first reported a position in CGGR in Q1 2025 and has held it in 7 quarters since. The position peaked at $190K in Q2 2026. 9 funds tracked by Wall St. Rank hold CGGR as of Q3 2026.

  • CX Institutional held 701 shares of Capital Group Growth ETF worth $33K as of Q3 2026.
  • CX Institutional sold 3,330 Capital Group Growth ETF shares in Q3 2026, an estimated $155K.
  • Capital Group Growth ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1104 holding.
  • CX Institutional first reported a position in Capital Group Growth ETF in Q1 2025 and has held it in 7 quarters since.
  • CX Institutional's Capital Group Growth ETF position peaked at $190K in Q2 2026.
  • 9 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.