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EP Wealth Advisors’s Capital Group Growth ETF CGGR Stock Holding History

EP Wealth Advisors’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 		$9.73M Sell
206,047
-358
-0.2% -$16.2K 0.04% 277
2026
Q1 		$8.3M Sell
206,405
-7,061
-3% -$305K 0.04% 240
2025
Q4 		$9.49M Buy
+213,466
New +$9.42M 0.05% 208

Other funds holding CGGR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

EP Wealth Advisors's CGGR Position: Q2 2026 in Review

EP Wealth Advisors reduced its Capital Group Growth ETF (CGGR) stake by 0.17% in Q2 2026, selling an estimated $16.2K and leaving 206,047 shares worth $9.73M. The position accounts for 0.04% of the portfolio, ranked #277.

EP Wealth Advisors first reported a position in CGGR in Q4 2025 and has held it in 3 quarters since. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • EP Wealth Advisors held 206,047 shares of Capital Group Growth ETF worth $9.73M as of Q2 2026.
  • EP Wealth Advisors sold 358 Capital Group Growth ETF shares in Q2 2026, an estimated $16.2K.
  • Capital Group Growth ETF made up 0.04% of EP Wealth Advisors's portfolio in Q2 2026, its #277 holding.
  • EP Wealth Advisors first reported a position in Capital Group Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.