Integrated Wealth Concepts
CGGR icon

Integrated Wealth Concepts’s Capital Group Growth ETF CGGR Stock Holding History

Integrated Wealth Concepts’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 		$8.98M Buy
190,242
+17,507
+10% +$791K 0.06% 312
2026
Q1 		$6.94M Buy
172,735
+36,389
+27% +$1.57M 0.06% 326
2025
Q4 		$6.06M Buy
136,346
+29,592
+28% +$1.31M 0.07% 246
2025
Q3 		$4.69M Buy
106,754
+25,273
+31% +$1.07M 0.04% 389
2025
Q2 		$3.31M Buy
81,481
+24,533
+43% +$895K 0.03% 460
2025
Q1 		$1.95M Buy
56,948
+13,180
+30% +$493K 0.02% 583
2024
Q4 		$1.63M Buy
43,768
+18,558
+74% +$682K 0.02% 634
2024
Q3 		$877K Buy
25,210
+6,855
+37% +$227K 0.01% 860
2024
Q2 		$604K Buy
18,355
+6,577
+56% +$209K 0.01% 975
2024
Q1 		$377K Buy
11,778
+4,562
+63% +$137K 0.01% 1190
2023
Q4 		$204K Buy
+7,216
New +$187K ﹤0.01% 1454

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
Capital Group Private Client Services
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 22.9% 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

Integrated Wealth Concepts's CGGR Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Capital Group Growth ETF (CGGR) stake by 10% in Q2 2026, buying an estimated $791K and bringing the position to 190,242 shares worth $8.98M. The position accounts for 0.06% of the portfolio, ranked #312.

Integrated Wealth Concepts first reported a position in CGGR in Q4 2023 and has held it in 11 quarters since. 654 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Integrated Wealth Concepts held 190,242 shares of Capital Group Growth ETF worth $8.98M as of Q2 2026.
  • Integrated Wealth Concepts bought 17,507 Capital Group Growth ETF shares in Q2 2026, an estimated $791K.
  • Capital Group Growth ETF made up 0.06% of Integrated Wealth Concepts's portfolio in Q2 2026, its #312 holding.
  • Integrated Wealth Concepts first reported a position in Capital Group Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 654 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.