Gateway Wealth Partners’s Capital Group Growth ETF CGGR Stock Holding History

Gateway Wealth Partners’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	$6.71M	Sell	142,181 -106,732	-43%	-$4.82M	0.4%	68
2026 Q1	$10M	Buy	248,913 +188,332	+311%	+$8.13M	0.39%	68
2025 Q4	$2.69M	Buy	60,581 +16,669	+38%	+$736K	0.3%	91
2025 Q3	$1.93M	Buy	43,912 +22,971	+110%	+$970K	0.26%	101
2025 Q2	$851K	Buy	20,941 +1,103	+6%	+$40.3K	0.16%	142
2025 Q1	$679K	Buy	19,838 +4,977	+33%	+$186K	0.15%	148
2024 Q4	$552K	Buy	14,861 +6,091	+69%	+$224K	0.14%	153
2024 Q3	$305K	Buy	+8,770	New	+$291K	0.08%	211

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

Gateway Wealth Partners's CGGR Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Capital Group Growth ETF (CGGR) stake by 43% in Q2 2026, selling an estimated $4.82M and leaving 142,181 shares worth $6.71M. The position accounts for 0.4% of the portfolio, ranked #68.

Gateway Wealth Partners first reported a position in CGGR in Q3 2024 and has held it in 8 quarters since. The position peaked at $10M in Q1 2026. 650 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Gateway Wealth Partners held 142,181 shares of Capital Group Growth ETF worth $6.71M as of Q2 2026.
Gateway Wealth Partners sold 106,732 Capital Group Growth ETF shares in Q2 2026, an estimated $4.82M.
Capital Group Growth ETF made up 0.4% of Gateway Wealth Partners's portfolio in Q2 2026, its #68 holding.
Gateway Wealth Partners first reported a position in Capital Group Growth ETF in Q3 2024 and has held it in 8 quarters since.
Gateway Wealth Partners's Capital Group Growth ETF position peaked at $10M in Q1 2026.
650 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.