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Eclectic Associates’s Capital Group Growth ETF CGGR Stock Holding History

Eclectic Associates’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 		$37.9M Buy
801,949
+37,649
+5% +$1.7M 4.31% 8
2026
Q1 		$30.7M Buy
764,300
+57,447
+8% +$2.48M 4.08% 7
2025
Q4 		$31.4M Buy
706,853
+17,684
+3% +$781K 4.9% 5
2025
Q3 		$30.3M Buy
689,169
+31,738
+5% +$1.34M 5.56% 4
2025
Q2 		$26.7M Buy
657,431
+74,213
+13% +$2.71M 5.81% 4
2025
Q1 		$20M Buy
583,218
+107,449
+23% +$4.02M 5.35% 4
2024
Q4 		$17.7M Buy
475,769
+246,217
+107% +$9.05M 5.23% 4
2024
Q3 		$7.99M Buy
229,552
+41,743
+22% +$1.38M 3.15% 5
2024
Q2 		$6.18M Buy
187,809
+2,824
+2% +$89.6K 2.75% 7
2024
Q1 		$5.92M Sell
184,985
-4,178
-2% -$126K 2.7% 6
2023
Q4 		$5.34M Buy
189,163
+23,720
+14% +$613K 2.56% 7
2023
Q3 		$4.05M Buy
165,443
+10,497
+7% +$266K 2.06% 11
2023
Q2 		$3.91M Buy
154,946
+9,221
+6% +$215K 1.92% 11
2023
Q1 		$3.27M Buy
145,725
+7,136
+5% +$155K 1.68% 15
2022
Q4 		$2.76M Buy
138,589
+72,824
+111% +$1.48M 1.34% 21
2022
Q3 		$1.28M Buy
65,765
+39,125
+147% +$836K 0.84% 26
2022
Q2 		$532K Buy
+26,640
New +$600K 0.36% 42

Other funds holding CGGR

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $225M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Eclectic Associates's CGGR Position: Q2 2026 in Review

Eclectic Associates increased its Capital Group Growth ETF (CGGR) stake by 4.9% in Q2 2026, buying an estimated $1.7M and bringing the position to 801,949 shares worth $37.9M. The position accounts for 4.31% of the portfolio, ranked #8.

Eclectic Associates first reported a position in CGGR in Q2 2022 and has held it in 17 quarters since. 123 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Eclectic Associates held 801,949 shares of Capital Group Growth ETF worth $37.9M as of Q2 2026.
  • Eclectic Associates bought 37,649 Capital Group Growth ETF shares in Q2 2026, an estimated $1.7M.
  • Capital Group Growth ETF made up 4.31% of Eclectic Associates's portfolio in Q2 2026, its #8 holding.
  • Eclectic Associates first reported a position in Capital Group Growth ETF in Q2 2022 and has held it in 17 quarters since.
  • 123 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Eclectic Associates's 13F filing for Q2 2026, filed 7 Jul 2026.