IMG Wealth Management’s Capital Group Growth ETF CGGR Stock Holding History

IMG Wealth 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	$5.1M	Buy	108,066 +5,761	+6%	+$260K	2.84%	12
2026 Q1	$4.11M	Sell	102,305 -29,499	-22%	-$1.27M	2.62%	12
2025 Q4	$5.86M	Buy	131,804 +3,214	+2%	+$142K	3.72%	7
2025 Q3	$5.65M	Buy	128,590 +16,543	+15%	+$698K	3.82%	8
2025 Q2	$4.55M	Buy	112,047 +9,985	+10%	+$364K	3.53%	9
2025 Q1	$3.5M	Buy	102,062 +1,207	+1%	+$45.2K	3.14%	11
2024 Q4	$3.75M	Buy	+100,855	New	+$3.71M	3.47%	10

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

IMG Wealth Management's CGGR Position: Q2 2026 in Review

IMG Wealth Management increased its Capital Group Growth ETF (CGGR) stake by 5.6% in Q2 2026, buying an estimated $260K and bringing the position to 108,066 shares worth $5.1M. The position accounts for 2.84% of the portfolio, ranked #12.

IMG Wealth Management first reported a position in CGGR in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.86M in Q4 2025. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

IMG Wealth Management held 108,066 shares of Capital Group Growth ETF worth $5.1M as of Q2 2026.
IMG Wealth Management bought 5,761 Capital Group Growth ETF shares in Q2 2026, an estimated $260K.
Capital Group Growth ETF made up 2.84% of IMG Wealth Management's portfolio in Q2 2026, its #12 holding.
IMG Wealth Management first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 7 quarters since.
IMG Wealth Management's Capital Group Growth ETF position peaked at $5.86M in Q4 2025.
652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.