EverSource Wealth Advisors’s Capital Group Growth ETF CGGR Stock Holding History

EverSource Wealth 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	$18M	Buy	381,423 +60,154	+19%	+$2.72M	0.61%	40
2026 Q1	$12.9M	Buy	321,269 +21,492	+7%	+$928K	0.39%	59
2025 Q4	$13.3M	Buy	299,777 +27,815	+10%	+$1.23M	0.49%	51
2025 Q3	$11.9M	Buy	271,962 +24,069	+10%	+$1.02M	0.47%	52
2025 Q2	$10.1M	Buy	247,893 +40,137	+19%	+$1.46M	0.46%	52
2025 Q1	$7.12M	Buy	207,756 +42,998	+26%	+$1.61M	0.39%	65
2024 Q4	$6.12M	Buy	164,758 +9,412	+6%	+$346K	0.34%	69
2024 Q3	$5.4M	Buy	155,346 +55,347	+55%	+$1.83M	0.34%	67
2024 Q2	$3.28M	Buy	99,999 +63,745	+176%	+$2.02M	0.22%	98
2024 Q1	$1.1M	Buy	36,254 +15,162	+72%	+$456K	0.09%	171
2023 Q4	$595K	Buy	21,092 +787	+4%	+$20.3K	0.05%	226
2023 Q3	$497K	Buy	20,305 +8,913	+78%	+$226K	0.05%	229
2023 Q2	$287K	Sell	11,392 -270	-2%	-$6.29K	0.03%	318
2023 Q1	$262K	Buy	11,662 +26	+0.2%	+$565	0.03%	325
2022 Q4	$232K	Buy	11,636 +2,525	+28%	+$51.4K	0.04%	327
2022 Q3	$178K	Buy	+9,111	New	+$195K	0.04%	314

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

EverSource Wealth Advisors's CGGR Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Capital Group Growth ETF (CGGR) stake by 19% in Q2 2026, buying an estimated $2.72M and bringing the position to 381,423 shares worth $18M. The position accounts for 0.61% of the portfolio, ranked #40.

EverSource Wealth Advisors first reported a position in CGGR in Q3 2022 and has held it in 16 quarters since. 650 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

EverSource Wealth Advisors held 381,423 shares of Capital Group Growth ETF worth $18M as of Q2 2026.
EverSource Wealth Advisors bought 60,154 Capital Group Growth ETF shares in Q2 2026, an estimated $2.72M.
Capital Group Growth ETF made up 0.61% of EverSource Wealth Advisors's portfolio in Q2 2026, its #40 holding.
EverSource Wealth Advisors first reported a position in Capital Group Growth ETF in Q3 2022 and has held it in 16 quarters since.
650 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.