Genesis Private Wealth’s Capital Group Growth ETF CGGR Stock Holding History

Genesis Private Wealth’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	$11.5M	Buy	243,198 +15,385	+7%	+$695K	3.23%	5
2026 Q1	$9.16M	Buy	227,813 +581	+0.3%	+$25.1K	2.88%	7
2025 Q4	$10.1M	Buy	227,232 +16,050	+8%	+$709K	3.14%	6
2025 Q3	$9.28M	Buy	211,182 +2,383	+1%	+$101K	3.9%	5
2025 Q2	$8.49M	Buy	208,799 +5,310	+3%	+$194K	4%	5
2025 Q1	$6.97M	Buy	203,489 +10,068	+5%	+$377K	3.7%	6
2024 Q4	$7.19M	Buy	+193,421	New	+$7.11M	3.96%	5

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

Genesis Private Wealth's CGGR Position: Q2 2026 in Review

Genesis Private Wealth increased its Capital Group Growth ETF (CGGR) stake by 6.8% in Q2 2026, buying an estimated $695K and bringing the position to 243,198 shares worth $11.5M. The position accounts for 3.23% of the portfolio, ranked #5.

Genesis Private Wealth first reported a position in CGGR in Q4 2024 and has held it in 7 quarters since. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Genesis Private Wealth held 243,198 shares of Capital Group Growth ETF worth $11.5M as of Q2 2026.
Genesis Private Wealth bought 15,385 Capital Group Growth ETF shares in Q2 2026, an estimated $695K.
Capital Group Growth ETF made up 3.23% of Genesis Private Wealth's portfolio in Q2 2026, its #5 holding.
Genesis Private Wealth first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 7 quarters since.
652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.