Envestnet Portfolio Solutions’s Capital Group Growth ETF CGGR Stock Holding History

Envestnet Portfolio Solutions’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	$6.53M	Buy	138,348 +18,766	+16%	+$848K	0.03%	281
2026 Q1	$4.81M	Buy	119,582 +24,409	+26%	+$1.05M	0.03%	301
2025 Q4	$4.23M	Buy	95,173 +14,043	+17%	+$620K	0.01%	391
2025 Q3	$3.56M	Sell	81,130 -12,575	-13%	-$531K	0.01%	420
2025 Q2	$3.81M	Sell	93,705 -149,542	-61%	-$5.46M	0.01%	421
2025 Q1	$8.33M	Buy	243,247 +35,786	+17%	+$1.34M	0.03%	262
2024 Q4	$7.71M	Buy	207,461 +47,973	+30%	+$1.76M	0.03%	303
2024 Q3	$5.55M	Buy	159,488 +55,203	+53%	+$1.83M	0.02%	364
2024 Q2	$3.43M	Buy	104,285 +40,708	+64%	+$1.29M	0.01%	468
2024 Q1	$2.03M	Buy	63,577 +5,883	+10%	+$177K	0.01%	633
2023 Q4	$1.63M	Buy	57,694 +9,647	+20%	+$249K	0.01%	647
2023 Q3	$1.18M	Buy	+48,047	New	+$1.22M	0.01%	711

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

Envestnet Portfolio Solutions's CGGR Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Capital Group Growth ETF (CGGR) stake by 16% in Q2 2026, buying an estimated $848K and bringing the position to 138,348 shares worth $6.53M. The position accounts for 0.03% of the portfolio, ranked #281.

Envestnet Portfolio Solutions first reported a position in CGGR in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.33M in Q1 2025. 650 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Envestnet Portfolio Solutions held 138,348 shares of Capital Group Growth ETF worth $6.53M as of Q2 2026.
Envestnet Portfolio Solutions bought 18,766 Capital Group Growth ETF shares in Q2 2026, an estimated $848K.
Capital Group Growth ETF made up 0.03% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #281 holding.
Envestnet Portfolio Solutions first reported a position in Capital Group Growth ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's Capital Group Growth ETF position peaked at $8.33M in Q1 2025.
650 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.