Insigneo Advisory Services’s Capital Group Growth ETF CGGR Stock Holding History

Insigneo Advisory Services’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	$375K	Buy	+7,952	New	+$359K	0.01%	560
2025 Q4	–	Sell	-6,585	Closed	-$289K	–	777
2025 Q3	$289K	Buy	+6,585	New	+$278K	0.02%	522

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

Insigneo Advisory Services's CGGR Position: Q2 2026 in Review

Insigneo Advisory Services opened a new position in Capital Group Growth ETF (CGGR) in Q2 2026: 7,952 shares worth $375K. The stake represents 0.01% of the portfolio and ranks #560 among its holdings. This is a return to the name: Insigneo Advisory Services previously reported a position in CGGR as recently as Q3 2025.

Insigneo Advisory Services first reported a position in CGGR in Q3 2025 and has held it in 2 quarters since. 653 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Insigneo Advisory Services held 7,952 shares of Capital Group Growth ETF worth $375K as of Q2 2026.
Capital Group Growth ETF was a new Insigneo Advisory Services position in Q2 2026.
Capital Group Growth ETF made up 0.01% of Insigneo Advisory Services's portfolio in Q2 2026, its #560 holding.
Insigneo Advisory Services first reported a position in Capital Group Growth ETF in Q3 2025 and has held it in 2 quarters since.
653 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.