FinDec Wealth Services’s Capital Group Growth ETF CGGR Stock Holding History

FinDec Wealth Services’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	$266K	Sell	5,645 -286	-5%	-$12.9K	0.31%	24
2026 Q1	$238K	Sell	5,931 -4	-0.1%	-$173	0.29%	25
2025 Q4	$264K	Sell	5,935 -123	-2%	-$5.43K	0.28%	27
2025 Q3	$266K	Sell	6,058 -1,490	-20%	-$62.9K	0.28%	26
2025 Q2	$307K	Sell	7,548 -8,911	-54%	-$325K	0.32%	27
2025 Q1	$564K	Sell	16,459 -95,575	-85%	-$3.58M	0.56%	24
2024 Q4	$4.16M	Sell	112,034 -27,838	-20%	-$1.02M	2.89%	14
2024 Q3	$4.87M	Buy	139,872 +3,059	+2%	+$101K	2.83%	15
2024 Q2	$4.5M	Sell	136,813 -12,720	-9%	-$404K	2.84%	15
2024 Q1	$4.78M	Sell	149,533 -2,903	-2%	-$87.3K	3.01%	16
2023 Q4	$4.3M	Buy	+152,436	New	+$3.94M	2.88%	17

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

FinDec Wealth Services's CGGR Position: Q2 2026 in Review

FinDec Wealth Services reduced its Capital Group Growth ETF (CGGR) stake by 4.8% in Q2 2026, selling an estimated $12.9K and leaving 5,645 shares worth $266K. The position accounts for 0.31% of the portfolio, ranked #24.

FinDec Wealth Services first reported a position in CGGR in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.87M in Q3 2024. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

FinDec Wealth Services held 5,645 shares of Capital Group Growth ETF worth $266K as of Q2 2026.
FinDec Wealth Services sold 286 Capital Group Growth ETF shares in Q2 2026, an estimated $12.9K.
Capital Group Growth ETF made up 0.31% of FinDec Wealth Services's portfolio in Q2 2026, its #24 holding.
FinDec Wealth Services first reported a position in Capital Group Growth ETF in Q4 2023 and has held it in 11 quarters since.
FinDec Wealth Services's Capital Group Growth ETF position peaked at $4.87M in Q3 2024.
652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on FinDec Wealth Services's 13F filing for Q2 2026, filed 6 Aug 2026.