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Financial Consulate’s Capital Group Growth ETF CGGR Stock Holding History

Financial Consulate’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 		$5.95K Sell
126
-124
-50% -$5.61K ﹤0.01% 811
2026
Q1 		$10K Buy
250
+126
+102% +$5.44K ﹤0.01% 637
2025
Q4 		$5.51K Buy
+124
New +$5.47K ﹤0.01% 720

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

Financial Consulate's CGGR Position: Q2 2026 in Review

Financial Consulate reduced its Capital Group Growth ETF (CGGR) stake by 50% in Q2 2026, selling an estimated $5.61K and leaving 126 shares worth $5.95K. The position accounts for ﹤0.01% of the portfolio, ranked #811.

Financial Consulate first reported a position in CGGR in Q4 2025 and has held it in 3 quarters since. The position peaked at $10K in Q1 2026. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Financial Consulate held 126 shares of Capital Group Growth ETF worth $5.95K as of Q2 2026.
  • Financial Consulate sold 124 Capital Group Growth ETF shares in Q2 2026, an estimated $5.61K.
  • Capital Group Growth ETF made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #811 holding.
  • Financial Consulate first reported a position in Capital Group Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Financial Consulate's Capital Group Growth ETF position peaked at $10K in Q1 2026.
  • 651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.