Endeavor Private Wealth’s Capital Group Growth ETF CGGR Stock Holding History

Endeavor Private Wealth’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	$3.86M	Buy	81,796 +1,932	+2%	+$87.3K	0.94%	32
2026 Q1	$3.21M	Buy	79,864 +13,955	+21%	+$603K	0.92%	32
2025 Q4	$2.93M	Buy	65,909 +5,175	+9%	+$228K	0.84%	35
2025 Q3	$2.67M	Buy	60,734 +4,623	+8%	+$195K	0.82%	35
2025 Q2	$2.28M	Buy	56,111 +14,196	+34%	+$518K	1.08%	27
2025 Q1	$1.44M	Buy	41,915 +9,547	+29%	+$357K	0.78%	39
2024 Q4	$1.2M	Buy	+32,368	New	+$1.19M	1.14%	28

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

Endeavor Private Wealth's CGGR Position: Q2 2026 in Review

Endeavor Private Wealth increased its Capital Group Growth ETF (CGGR) stake by 2.4% in Q2 2026, buying an estimated $87.3K and bringing the position to 81,796 shares worth $3.86M. The position accounts for 0.94% of the portfolio, ranked #32.

Endeavor Private Wealth first reported a position in CGGR in Q4 2024 and has held it in 7 quarters since. 653 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Endeavor Private Wealth held 81,796 shares of Capital Group Growth ETF worth $3.86M as of Q2 2026.
Endeavor Private Wealth bought 1,932 Capital Group Growth ETF shares in Q2 2026, an estimated $87.3K.
Capital Group Growth ETF made up 0.94% of Endeavor Private Wealth's portfolio in Q2 2026, its #32 holding.
Endeavor Private Wealth first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 7 quarters since.
653 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Endeavor Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.