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

Destiny 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	$4.95M	Sell	110,311 -4,628	-4%	-$209K	0.7%	42
2026 Q1	$4.62M	Buy	114,939 +1,710	+2%	+$73.8K	0.51%	55
2025 Q4	$5.09M	Sell	113,229 -1,490	-1%	-$65.8K	0.58%	49
2025 Q3	$5.04M	Sell	114,719 -10,188	-8%	-$430K	0.62%	49
2025 Q2	$5.08M	Buy	124,907 +6,856	+6%	+$250K	0.68%	51
2025 Q1	$4.04M	Buy	118,051 +5,502	+5%	+$206K	0.64%	52
2024 Q4	$4.18M	Buy	112,549 +3,000	+3%	+$110K	0.68%	49
2024 Q3	$3.81M	Buy	109,549 +2,761	+3%	+$91.5K	0.67%	48
2024 Q2	$3.51M	Sell	106,788 -13,841	-11%	-$439K	0.63%	49
2024 Q1	$3.86M	Sell	120,629 -3,715	-3%	-$112K	0.69%	51
2023 Q4	$3.43M	Sell	124,344 -17,001	-12%	-$440K	0.64%	50
2023 Q3	$3.46M	Buy	+141,345	New	+$3.59M	0.7%	48

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

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

Destiny Wealth Partners reduced its Capital Group Growth ETF (CGGR) stake by 4% in Q2 2026, selling an estimated $209K and leaving 110,311 shares worth $4.95M. The position accounts for 0.7% of the portfolio, ranked #42.

Destiny Wealth Partners first reported a position in CGGR in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.09M in Q4 2025. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Destiny Wealth Partners held 110,311 shares of Capital Group Growth ETF worth $4.95M as of Q2 2026.
Destiny Wealth Partners sold 4,628 Capital Group Growth ETF shares in Q2 2026, an estimated $209K.
Capital Group Growth ETF made up 0.7% of Destiny Wealth Partners's portfolio in Q2 2026, its #42 holding.
Destiny Wealth Partners first reported a position in Capital Group Growth ETF in Q3 2023 and has held it in 12 quarters since.
Destiny Wealth Partners's Capital Group Growth ETF position peaked at $5.09M in Q4 2025.
652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.