Daymark Wealth Partners’s Capital Group Growth ETF CGGR Stock Holding History

Daymark 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	$15.5M	Buy	328,902 +20,308	+7%	+$918K	0.38%	57
2026 Q1	$12.4M	Sell	308,594 -45,692	-13%	-$1.97M	0.39%	54
2025 Q4	$15.8M	Buy	354,286 +37,134	+12%	+$1.64M	0.5%	45
2025 Q3	$13.9M	Buy	317,152 +13,097	+4%	+$553K	0.47%	48
2025 Q2	$12.4M	Sell	304,055 -6,808	-2%	-$248K	0.47%	46
2025 Q1	$10.6M	Buy	310,863 +84,563	+37%	+$3.16M	0.46%	47
2024 Q4	$8.41M	Sell	226,300 -4,543	-2%	-$167K	0.36%	60
2024 Q3	$8.03M	Buy	230,843 +22,308	+11%	+$739K	0.34%	66
2024 Q2	$6.86M	Buy	208,535 +6,841	+3%	+$217K	0.31%	70
2024 Q1	$6.45M	Buy	201,694 +11,775	+6%	+$354K	0.35%	68
2023 Q4	$5.36M	Buy	+189,919	New	+$4.91M	0.33%	74

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

Daymark Wealth Partners's CGGR Position: Q2 2026 in Review

Daymark Wealth Partners increased its Capital Group Growth ETF (CGGR) stake by 6.6% in Q2 2026, buying an estimated $918K and bringing the position to 328,902 shares worth $15.5M. The position accounts for 0.38% of the portfolio, ranked #57.

Daymark Wealth Partners first reported a position in CGGR in Q4 2023 and has held it in 11 quarters since. The position peaked at $15.8M in Q4 2025. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Daymark Wealth Partners held 328,902 shares of Capital Group Growth ETF worth $15.5M as of Q2 2026.
Daymark Wealth Partners bought 20,308 Capital Group Growth ETF shares in Q2 2026, an estimated $918K.
Capital Group Growth ETF made up 0.38% of Daymark Wealth Partners's portfolio in Q2 2026, its #57 holding.
Daymark Wealth Partners first reported a position in Capital Group Growth ETF in Q4 2023 and has held it in 11 quarters since.
Daymark Wealth Partners's Capital Group Growth ETF position peaked at $15.8M in Q4 2025.
652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.