High Net Worth Advisory Group’s Capital Group Growth ETF CGGR Stock Holding History

High Net Worth Advisory Group’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	$542K	Buy	11,482 +6,387	+125%	+$289K	0.12%	144
2026 Q1	$205K	Hold	5,095	–	–	0.05%	231
2025 Q4	$227K	Buy	5,095 +4	+0.1%	+$177	0.05%	220
2025 Q3	$224K	Buy	+5,091	New	+$215K	0.05%	214

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 22.9% 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

High Net Worth Advisory Group's CGGR Position: Q2 2026 in Review

High Net Worth Advisory Group increased its Capital Group Growth ETF (CGGR) stake by 125% in Q2 2026, buying an estimated $289K and bringing the position to 11,482 shares worth $542K. The position accounts for 0.12% of the portfolio, ranked #144.

High Net Worth Advisory Group first reported a position in CGGR in Q3 2025 and has held it in 4 quarters since. 653 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

High Net Worth Advisory Group held 11,482 shares of Capital Group Growth ETF worth $542K as of Q2 2026.
High Net Worth Advisory Group bought 6,387 Capital Group Growth ETF shares in Q2 2026, an estimated $289K.
Capital Group Growth ETF made up 0.12% of High Net Worth Advisory Group's portfolio in Q2 2026, its #144 holding.
High Net Worth Advisory Group first reported a position in Capital Group Growth ETF in Q3 2025 and has held it in 4 quarters since.
653 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.