Ergawealth Advisors
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Ergawealth Advisors’s Capital Group Growth ETF CGGR Stock Holding History

Ergawealth 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
Q3 		$37.9M Buy
798,990
+2,049
+0.3% +$95.4K 14.96% 2
2026
Q2 		$37.6M Buy
796,941
+30,659
+4% +$1.39M 14.61% 2
2026
Q1 		$30.8M Buy
766,282
+47,547
+7% +$2.05M 13.62% 2
2025
Q4 		$32M Buy
718,735
+50,568
+8% +$2.23M 14.71% 2
2025
Q3 		$29.3M Buy
668,167
+32,438
+5% +$1.37M 13.67% 1
2025
Q2 		$25.8M Buy
635,729
+27,035
+4% +$987K 11.63% 1
2025
Q1 		$20.8M Buy
608,694
+8,273
+1% +$310K 10.33% 1
2024
Q4 		$22.3M Buy
600,421
+5,516
+0.9% +$203K 11.03% 1
2024
Q3 		$20.7M Buy
594,905
+19,622
+3% +$650K 10.26% 1
2024
Q2 		$18.9M Sell
575,283
-18,812
-3% -$597K 10.3% 2
2024
Q1 		$19M Buy
594,095
+9,141
+2% +$275K 10.42% 2
2023
Q4 		$16.5M Sell
584,954
-2,335
-0.4% -$60.4K 10.16% 3
2023
Q3 		$14.4M Buy
587,289
+12,001
+2% +$305K 9.93% 3
2023
Q2 		$14.5M Buy
575,288
+54,832
+11% +$1.28M 9.95% 4
2023
Q1 		$11.7M Buy
520,456
+58,337
+13% +$1.27M 9.52% 4
2022
Q4 		$9.21M Buy
+462,119
New +$9.4M 8.34% 4

Other funds holding CGGR

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

Ergawealth Advisors's CGGR Position: Q3 2026 in Review

Ergawealth Advisors increased its Capital Group Growth ETF (CGGR) stake by 0.26% in Q3 2026, buying an estimated $95.4K and bringing the position to 798,990 shares worth $37.9M. The position accounts for 14.96% of the portfolio, ranked #2.

Ergawealth Advisors first reported a position in CGGR in Q4 2022 and has held it in 16 quarters since. 399 funds tracked by Wall St. Rank hold CGGR as of Q3 2026.

  • Ergawealth Advisors held 798,990 shares of Capital Group Growth ETF worth $37.9M as of Q3 2026.
  • Ergawealth Advisors bought 2,049 Capital Group Growth ETF shares in Q3 2026, an estimated $95.4K.
  • Capital Group Growth ETF made up 14.96% of Ergawealth Advisors's portfolio in Q3 2026, its #2 holding.
  • Ergawealth Advisors first reported a position in Capital Group Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • 399 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2026.

Based on Ergawealth Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.