Diversify Wealth Management’s Capital Group Growth ETF CGGR Stock Holding History

Diversify Wealth Management’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	$3.04M	Buy	68,294 +2,690	+4%	+$122K	0.05%	290
2026 Q1	$2.9M	Buy	65,604 +46,966	+252%	+$2.03M	0.05%	277
2025 Q4	$845K	Buy	18,638 +5,687	+44%	+$251K	0.04%	350
2025 Q3	$581K	Buy	12,951 +5,398	+71%	+$228K	0.03%	351
2025 Q2	$320K	Buy	+7,553	New	+$276K	0.02%	445

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

Diversify Wealth Management's CGGR Position: Q2 2026 in Review

Diversify Wealth Management increased its Capital Group Growth ETF (CGGR) stake by 4.1% in Q2 2026, buying an estimated $122K and bringing the position to 68,294 shares worth $3.04M. The position accounts for 0.05% of the portfolio, ranked #290.

Diversify Wealth Management first reported a position in CGGR in Q2 2025 and has held it in 5 quarters since. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Diversify Wealth Management held 68,294 shares of Capital Group Growth ETF worth $3.04M as of Q2 2026.
Diversify Wealth Management bought 2,690 Capital Group Growth ETF shares in Q2 2026, an estimated $122K.
Capital Group Growth ETF made up 0.05% of Diversify Wealth Management's portfolio in Q2 2026, its #290 holding.
Diversify Wealth Management first reported a position in Capital Group Growth ETF in Q2 2025 and has held it in 5 quarters since.
651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.