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

Fermata 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	$2.12M	Buy	44,828 +1,711	+4%	+$77.3K	0.43%	65
2026 Q1	$1.73M	Sell	43,117 -3,684	-8%	-$159K	0.39%	71
2025 Q4	$2.08M	Buy	46,801 +694	+2%	+$30.6K	0.5%	59
2025 Q3	$2.03M	Buy	46,107 +3,632	+9%	+$153K	0.51%	62
2025 Q2	$1.73M	Buy	42,475 +2,240	+6%	+$81.7K	0.46%	69
2025 Q1	$1.38M	Buy	40,235 +16,501	+70%	+$617K	0.25%	87
2024 Q4	$882K	Buy	+23,734	New	+$872K	0.16%	100

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

Fermata Advisors's CGGR Position: Q2 2026 in Review

Fermata Advisors increased its Capital Group Growth ETF (CGGR) stake by 4% in Q2 2026, buying an estimated $77.3K and bringing the position to 44,828 shares worth $2.12M. The position accounts for 0.43% of the portfolio, ranked #65.

Fermata Advisors first reported a position in CGGR in Q4 2024 and has held it in 7 quarters since. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Fermata Advisors held 44,828 shares of Capital Group Growth ETF worth $2.12M as of Q2 2026.
Fermata Advisors bought 1,711 Capital Group Growth ETF shares in Q2 2026, an estimated $77.3K.
Capital Group Growth ETF made up 0.43% of Fermata Advisors's portfolio in Q2 2026, its #65 holding.
Fermata Advisors first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 7 quarters since.
651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.