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

Forvis Mazars 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	$214K	Buy	+4,531	New	+$205K	﹤0.01%	419
2026 Q1	–	Sell	-4,531	Closed	-$201K	–	403
2025 Q4	$201K	Buy	+4,531	New	+$200K	﹤0.01%	402

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

Forvis Mazars Wealth Advisors's CGGR Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors opened a new position in Capital Group Growth ETF (CGGR) in Q2 2026: 4,531 shares worth $214K. The stake represents ﹤0.01% of the portfolio and ranks #419 among its holdings. This is a return to the name: Forvis Mazars Wealth Advisors previously reported a position in CGGR as recently as Q4 2025.

Forvis Mazars Wealth Advisors first reported a position in CGGR in Q4 2025 and has held it in 2 quarters since. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Forvis Mazars Wealth Advisors held 4,531 shares of Capital Group Growth ETF worth $214K as of Q2 2026.
Capital Group Growth ETF was a new Forvis Mazars Wealth Advisors position in Q2 2026.
Capital Group Growth ETF made up ﹤0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #419 holding.
Forvis Mazars Wealth Advisors first reported a position in Capital Group Growth ETF in Q4 2025 and has held it in 2 quarters since.
652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.