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

Envestnet 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	$782M	Buy	16,561,408 +1,224,946	+8%	+$55.4M	0.18%	91
2026 Q1	$616M	Buy	15,336,462 +2,052,085	+15%	+$88.6M	0.17%	103
2025 Q4	$591M	Buy	13,284,377 +1,233,119	+10%	+$54.4M	0.18%	94
2025 Q3	$529M	Buy	12,051,258 +1,605,246	+15%	+$67.8M	0.15%	112
2025 Q2	$425M	Buy	10,446,012 +2,346,788	+29%	+$85.6M	0.12%	142
2025 Q1	$277M	Buy	8,099,224 +1,175,119	+17%	+$44M	0.09%	212
2024 Q4	$257M	Buy	6,924,105 +606,011	+10%	+$22.3M	0.08%	218
2024 Q3	$220M	Buy	6,318,094 +1,240,501	+24%	+$41.1M	0.07%	249
2024 Q2	$167M	Buy	5,077,593 +1,099,783	+28%	+$34.9M	0.06%	306
2024 Q1	$127M	Buy	3,977,810 +653,122	+20%	+$19.6M	0.05%	381
2023 Q4	$93.9M	Buy	3,324,688 +385,624	+13%	+$9.97M	0.04%	427
2023 Q3	$72M	Buy	2,939,064 +634,966	+28%	+$16.1M	0.03%	464
2023 Q2	$58.1M	Buy	2,304,098 +872,037	+61%	+$20.3M	0.03%	492
2023 Q1	$32.2M	Buy	1,432,061 +427,388	+43%	+$9.28M	0.02%	652
2022 Q4	$20M	Buy	1,004,673 +540,731	+117%	+$11M	0.01%	854
2022 Q3	$9.05M	Buy	463,942 +239,644	+107%	+$5.12M	0.01%	1179
2022 Q2	$4.48M	Buy	224,298 +210,862	+1,569%	+$4.75M	﹤0.01%	1574
2022 Q1	$351K	Buy	+13,436	New	+$335K	﹤0.01%	3355

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envestnet Asset Management's CGGR Position: Q2 2026 in Review

Envestnet Asset Management increased its Capital Group Growth ETF (CGGR) stake by 8% in Q2 2026, buying an estimated $55.4M and bringing the position to 16,561,408 shares worth $782M. The position accounts for 0.18% of the portfolio, ranked #91.

Envestnet Asset Management first reported a position in CGGR in Q1 2022 and has held it in 18 quarters since. 650 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Envestnet Asset Management held 16,561,408 shares of Capital Group Growth ETF worth $782M as of Q2 2026.
Envestnet Asset Management bought 1,224,946 Capital Group Growth ETF shares in Q2 2026, an estimated $55.4M.
Capital Group Growth ETF made up 0.18% of Envestnet Asset Management's portfolio in Q2 2026, its #91 holding.
Envestnet Asset Management first reported a position in Capital Group Growth ETF in Q1 2022 and has held it in 18 quarters since.
650 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.