Duncan Williams Asset Management’s Capital Group Growth ETF CGGR Stock Holding History

Duncan Williams Asset 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	$612K	Buy	12,958 +3,807	+42%	+$172K	0.14%	85
2026 Q1	$368K	Sell	9,151 -241	-3%	-$10.4K	0.1%	111
2025 Q4	$404K	Buy	9,392 +778	+9%	+$34.4K	0.1%	115
2025 Q3	$378K	Buy	8,614 +2,118	+33%	+$89.4K	0.11%	115
2025 Q2	$264K	Buy	6,496 +235	+4%	+$8.58K	0.08%	130
2025 Q1	$214K	Buy	6,261 +501	+9%	+$18.7K	0.08%	133
2024 Q4	$214K	Buy	+5,760	New	+$212K	0.08%	135

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

Duncan Williams Asset Management's CGGR Position: Q2 2026 in Review

Duncan Williams Asset Management increased its Capital Group Growth ETF (CGGR) stake by 42% in Q2 2026, buying an estimated $172K and bringing the position to 12,958 shares worth $612K. The position accounts for 0.14% of the portfolio, ranked #85.

Duncan Williams Asset Management first reported a position in CGGR in Q4 2024 and has held it in 7 quarters since. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Duncan Williams Asset Management held 12,958 shares of Capital Group Growth ETF worth $612K as of Q2 2026.
Duncan Williams Asset Management bought 3,807 Capital Group Growth ETF shares in Q2 2026, an estimated $172K.
Capital Group Growth ETF made up 0.14% of Duncan Williams Asset Management's portfolio in Q2 2026, its #85 holding.
Duncan Williams Asset Management first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 7 quarters since.
652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Duncan Williams Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.