Gutierrez Wealth Advisory’s Capital Group Growth ETF CGGR Stock Holding History

Gutierrez Wealth Advisory’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	$14.8M	Sell	314,234 -11,470	-4%	-$518K	8.57%	3
2026 Q1	$13.1M	Buy	325,704 +6,450	+2%	+$278K	8.13%	4
2025 Q4	$14.2M	Sell	319,254 -7,879	-2%	-$348K	8.92%	2
2025 Q3	$14.4M	Sell	327,133 -20,023	-6%	-$845K	9.19%	3
2025 Q2	$14.1M	Sell	347,156 -10,574	-3%	-$386K	9.46%	2
2025 Q1	$12.3M	Buy	357,730 +11,257	+3%	+$421K	9.95%	3
2024 Q4	$12.9M	Buy	+346,473	New	+$12.7M	10.62%	2

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

Gutierrez Wealth Advisory's CGGR Position: Q2 2026 in Review

Gutierrez Wealth Advisory reduced its Capital Group Growth ETF (CGGR) stake by 3.5% in Q2 2026, selling an estimated $518K and leaving 314,234 shares worth $14.8M. The position accounts for 8.57% of the portfolio, ranked #3.

Gutierrez Wealth Advisory 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.

Gutierrez Wealth Advisory held 314,234 shares of Capital Group Growth ETF worth $14.8M as of Q2 2026.
Gutierrez Wealth Advisory sold 11,470 Capital Group Growth ETF shares in Q2 2026, an estimated $518K.
Capital Group Growth ETF made up 8.57% of Gutierrez Wealth Advisory's portfolio in Q2 2026, its #3 holding.
Gutierrez Wealth Advisory 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 Gutierrez Wealth Advisory's 13F filing for Q2 2026, filed 3 Aug 2026.