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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
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 $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

Ergawealth Advisors's CGGR Position: Q2 2026 in Review

Ergawealth Advisors increased its Capital Group Growth ETF (CGGR) stake by 4% in Q2 2026, buying an estimated $1.39M and bringing the position to 796,941 shares worth $37.6M. The position accounts for 14.61% of the portfolio, ranked #2.

Ergawealth Advisors first reported a position in CGGR in Q4 2022 and has held it in 15 quarters since. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Ergawealth Advisors held 796,941 shares of Capital Group Growth ETF worth $37.6M as of Q2 2026.
  • Ergawealth Advisors bought 30,659 Capital Group Growth ETF shares in Q2 2026, an estimated $1.39M.
  • Capital Group Growth ETF made up 14.61% of Ergawealth Advisors's portfolio in Q2 2026, its #2 holding.
  • Ergawealth Advisors first reported a position in Capital Group Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Ergawealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.