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HUB Investment Partners’s Capital Group Growth ETF CGGR Stock Holding History

HUB Investment Partners’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 		$772K Buy
16,359
+919
+6% +$41.5K 0.01% 527
2026
Q1 		$621K Buy
15,440
+9,667
+167% +$417K 0.01% 483
2025
Q4 		$257K Buy
+5,773
New +$255K 0.01% 723
2024
Q2 		– Sell
-8,009
Closed -$256K – 508
2024
Q1 		$256K Buy
+8,009
New +$241K 0.01% 390

Other funds holding CGGR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

HUB Investment Partners's CGGR Position: Q2 2026 in Review

HUB Investment Partners increased its Capital Group Growth ETF (CGGR) stake by 6% in Q2 2026, buying an estimated $41.5K and bringing the position to 16,359 shares worth $772K. The position accounts for 0.01% of the portfolio, ranked #527.

HUB Investment Partners first reported a position in CGGR in Q1 2024 and has held it in 4 quarters since. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • HUB Investment Partners held 16,359 shares of Capital Group Growth ETF worth $772K as of Q2 2026.
  • HUB Investment Partners bought 919 Capital Group Growth ETF shares in Q2 2026, an estimated $41.5K.
  • Capital Group Growth ETF made up 0.01% of HUB Investment Partners's portfolio in Q2 2026, its #527 holding.
  • HUB Investment Partners first reported a position in Capital Group Growth ETF in Q1 2024 and has held it in 4 quarters since.
  • 651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.