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

Everpar 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	$1.67M	Sell	35,386 -14,108	-29%	-$638K	0.48%	44
2026 Q1	$1.99M	Sell	49,494 -9,300	-16%	-$402K	0.68%	30
2025 Q4	$2.61M	Sell	58,794 -62,497	-52%	-$2.76M	0.97%	20
2025 Q3	$5.33M	Buy	121,291 +15,119	+14%	+$638K	2.11%	7
2025 Q2	$4.32M	Buy	106,172 +20,999	+25%	+$766K	1.96%	8
2025 Q1	$2.92M	Buy	85,173 +14,772	+21%	+$553K	1.55%	10
2024 Q4	$2.62M	Buy	70,401 +163	+0.2%	+$5.99K	1.32%	12
2024 Q3	$2.44M	Buy	70,238 +8,363	+14%	+$277K	1.26%	11
2024 Q2	$2.04M	Buy	61,875 +28,511	+85%	+$905K	1.02%	14
2024 Q1	$1.07M	Buy	33,364 +10,944	+49%	+$329K	0.65%	32
2023 Q4	$633K	Buy	+22,420	New	+$580K	0.29%	123

Other funds holding CGGR

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

WSA

Wealth Science Advisors Alpharetta, Georgia $225M AUM

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

Everpar Advisors's CGGR Position: Q2 2026 in Review

Everpar Advisors reduced its Capital Group Growth ETF (CGGR) stake by 29% in Q2 2026, selling an estimated $638K and leaving 35,386 shares worth $1.67M. The position accounts for 0.48% of the portfolio, ranked #44.

Everpar Advisors first reported a position in CGGR in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.33M in Q3 2025. 123 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Everpar Advisors held 35,386 shares of Capital Group Growth ETF worth $1.67M as of Q2 2026.
Everpar Advisors sold 14,108 Capital Group Growth ETF shares in Q2 2026, an estimated $638K.
Capital Group Growth ETF made up 0.48% of Everpar Advisors's portfolio in Q2 2026, its #44 holding.
Everpar Advisors first reported a position in Capital Group Growth ETF in Q4 2023 and has held it in 11 quarters since.
Everpar Advisors's Capital Group Growth ETF position peaked at $5.33M in Q3 2025.
123 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.