Guardian Wealth Advisors (North Carolina)’s Capital Group Growth ETF CGGR Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$7.31M	Sell	154,858 -6,659	-4%	-$301K	0.41%	43
2026 Q1	$6.49M	Buy	161,517 +9,083	+6%	+$392K	0.41%	43
2025 Q4	$6.78M	Buy	152,434 +5,364	+4%	+$237K	0.42%	39
2025 Q3	$6.46M	Buy	147,070 +15,842	+12%	+$669K	0.42%	42
2025 Q2	$5.33M	Buy	131,228 +43,170	+49%	+$1.58M	0.38%	48
2025 Q1	$3.02M	Buy	88,058 +7,081	+9%	+$265K	0.24%	63
2024 Q4	$3.01M	Buy	80,977 +6,605	+9%	+$243K	0.24%	61
2024 Q3	$2.59M	Buy	74,372 +140	+0.2%	+$4.64K	0.27%	52
2024 Q2	$2.44M	Buy	74,232 +300	+0.4%	+$9.52K	0.29%	49
2024 Q1	$2.37M	Buy	73,932 +33,257	+82%	+$1,000K	0.29%	48
2023 Q4	$1.15M	Hold	40,675	–	–	0.17%	79
2023 Q3	$997K	Buy	+40,675	New	+$1.03M	0.17%	79

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

Guardian Wealth Advisors (North Carolina)'s CGGR Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Capital Group Growth ETF (CGGR) stake by 4.1% in Q2 2026, selling an estimated $301K and leaving 154,858 shares worth $7.31M. The position accounts for 0.41% of the portfolio, ranked #43.

Guardian Wealth Advisors (North Carolina) first reported a position in CGGR in Q3 2023 and has held it in 12 quarters since. 650 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 154,858 shares of Capital Group Growth ETF worth $7.31M as of Q2 2026.
Guardian Wealth Advisors (North Carolina) sold 6,659 Capital Group Growth ETF shares in Q2 2026, an estimated $301K.
Capital Group Growth ETF made up 0.41% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #43 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in Capital Group Growth ETF in Q3 2023 and has held it in 12 quarters since.
650 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.