EH
CGGR icon

Equitable Holdings’s Capital Group Growth ETF CGGR Stock Holding History

Equitable Holdings’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 		$41.9M Sell
888,354
-92,457
-9% -$4.18M 0.25% 90
2026
Q1 		$43.2M Buy
980,811
+293,164
+43% +$12.7M 0.28% 77
2025
Q4 		$30.6M Buy
687,647
+81,458
+13% +$3.6M 0.21% 107
2025
Q3 		$26.6M Buy
606,189
+152,315
+34% +$6.43M 0.2% 111
2025
Q2 		$18.4M Buy
453,874
+279,354
+160% +$10.2M 0.15% 125
2025
Q1 		$5.98M Buy
174,520
+100,742
+137% +$3.77M 0.06% 266
2024
Q4 		$2.74M Buy
73,778
+33,947
+85% +$1.25M 0.03% 406
2024
Q3 		$1.39M Buy
39,831
+25,565
+179% +$847K 0.01% 588
2024
Q2 		$469K Buy
14,266
+3,384
+31% +$107K ﹤0.01% 854
2024
Q1 		$348K Buy
+10,882
New +$327K ﹤0.01% 913

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

Equitable Holdings's CGGR Position: Q2 2026 in Review

Equitable Holdings reduced its Capital Group Growth ETF (CGGR) stake by 9.4% in Q2 2026, selling an estimated $4.18M and leaving 888,354 shares worth $41.9M. The position accounts for 0.25% of the portfolio, ranked #90.

Equitable Holdings first reported a position in CGGR in Q1 2024 and has held it in 10 quarters since. The position peaked at $43.2M in Q1 2026. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Equitable Holdings held 888,354 shares of Capital Group Growth ETF worth $41.9M as of Q2 2026.
  • Equitable Holdings sold 92,457 Capital Group Growth ETF shares in Q2 2026, an estimated $4.18M.
  • Capital Group Growth ETF made up 0.25% of Equitable Holdings's portfolio in Q2 2026, its #90 holding.
  • Equitable Holdings first reported a position in Capital Group Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • Equitable Holdings's Capital Group Growth ETF position peaked at $43.2M in Q1 2026.
  • 652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.