GKWIM
CGGR icon

Gerber Kawasaki Wealth & Investment Management’s Capital Group Growth ETF CGGR Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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 		$38.8M Buy
821,015
+12,917
+2% +$584K 1.03% 27
2026
Q1 		$32.5M Buy
808,098
+31,230
+4% +$1.35M 1.03% 28
2025
Q4 		$34.5M Buy
776,868
+9,119
+1% +$403K 1.21% 24
2025
Q3 		$33.7M Sell
767,749
-78,134
-9% -$3.3M 1.16% 24
2025
Q2 		$34.4M Buy
845,883
+62,335
+8% +$2.27M 1.33% 22
2025
Q1 		$26.8M Sell
783,548
-20,015
-2% -$749K 1.21% 24
2024
Q4 		$29.9M Buy
803,563
+25,779
+3% +$947K 1.3% 23
2024
Q3 		$27.1M Sell
777,784
-27,318
-3% -$905K 1.25% 24
2024
Q2 		$26.5M Buy
805,102
+26,340
+3% +$836K 1.33% 21
2024
Q1 		$24.9M Sell
778,762
-65,119
-8% -$1.96M 1.35% 21
2023
Q4 		$23.8M Sell
843,881
-5,265
-0.6% -$136K 1.43% 18
2023
Q3 		$20.8M Sell
849,146
-46,661
-5% -$1.18M 1.42% 18
2023
Q2 		$22.6M Sell
895,807
-61,192
-6% -$1.43M 1.52% 19
2023
Q1 		$21.5M Buy
956,999
+2,305
+0.2% +$50K 1.7% 16
2022
Q4 		$19M Buy
954,694
+124,294
+15% +$2.53M 1.69% 17
2022
Q3 		$16.2M Buy
830,400
+97,309
+13% +$2.08M 1.51% 18
2022
Q2 		$14.6M Buy
+733,091
New +$16.5M 1.39% 19

Other funds holding CGGR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFS
Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's CGGR Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its Capital Group Growth ETF (CGGR) stake by 1.6% in Q2 2026, buying an estimated $584K and bringing the position to 821,015 shares worth $38.8M. The position accounts for 1.03% of the portfolio, ranked #27.

Gerber Kawasaki Wealth & Investment Management first reported a position in CGGR in Q2 2022 and has held it in 17 quarters since. 443 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 821,015 shares of Capital Group Growth ETF worth $38.8M as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 12,917 Capital Group Growth ETF shares in Q2 2026, an estimated $584K.
  • Capital Group Growth ETF made up 1.03% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #27 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Capital Group Growth ETF in Q2 2022 and has held it in 17 quarters since.
  • 443 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.