Evergreen Wealth Solutions’s Capital Group Growth ETF CGGR Stock Holding History

Evergreen Wealth 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	$6.32M	Buy	133,023 +45,708	+52%	+$2.07M	0.33%	56
2026 Q1	$3.51M	Buy	87,315 +41,095	+89%	+$1.77M	0.25%	80
2025 Q4	$2.06M	Buy	46,220 +7,685	+20%	+$339K	0.29%	48
2025 Q3	$1.69M	Sell	38,535 -602	-2%	-$25.4K	0.95%	22
2025 Q2	$1.59M	Sell	39,137 -2,751	-7%	-$100K	0.96%	20
2025 Q1	$1.43M	Buy	41,888 +3,164	+8%	+$118K	0.97%	20
2024 Q4	$1.44M	Buy	38,724 +19,006	+96%	+$698K	1%	19
2024 Q3	$686K	Buy	19,718 +5,365	+37%	+$178K	0.47%	39
2024 Q2	$472K	Buy	+14,353	New	+$455K	0.33%	66

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

Evergreen Wealth Solutions's CGGR Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Capital Group Growth ETF (CGGR) stake by 52% in Q2 2026, buying an estimated $2.07M and bringing the position to 133,023 shares worth $6.32M. The position accounts for 0.33% of the portfolio, ranked #56.

Evergreen Wealth Solutions first reported a position in CGGR in Q2 2024 and has held it in 9 quarters since. 650 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Evergreen Wealth Solutions held 133,023 shares of Capital Group Growth ETF worth $6.32M as of Q2 2026.
Evergreen Wealth Solutions bought 45,708 Capital Group Growth ETF shares in Q2 2026, an estimated $2.07M.
Capital Group Growth ETF made up 0.33% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #56 holding.
Evergreen Wealth Solutions first reported a position in Capital Group Growth ETF in Q2 2024 and has held it in 9 quarters since.
650 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.