International Assets Investment Management’s Capital Group Growth ETF CGGR Stock Holding History

International Assets Investment 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	$1.37M	Buy	29,020 +2,293	+9%	+$104K	0.08%	219
2026 Q1	$1.09M	Buy	26,727 +512	+2%	+$22.1K	0.08%	242
2025 Q4	$1.17M	Buy	26,215 +9,999	+62%	+$441K	0.08%	219
2025 Q3	$652K	Hold	16,216	–	–	0.05%	357
2025 Q2	$659K	Buy	16,216 +3,235	+25%	+$118K	0.05%	350
2025 Q1	$445K	Buy	12,981 +1,785	+16%	+$66.8K	0.04%	441
2024 Q4	$417K	Buy	11,196 +4,752	+74%	+$175K	0.03%	469
2024 Q3	$224K	Hold	6,444	–	–	0.02%	564
2024 Q2	$212K	Buy	+6,444	New	+$204K	0.02%	684

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

International Assets Investment Management's CGGR Position: Q2 2026 in Review

International Assets Investment Management increased its Capital Group Growth ETF (CGGR) stake by 8.6% in Q2 2026, buying an estimated $104K and bringing the position to 29,020 shares worth $1.37M. The position accounts for 0.08% of the portfolio, ranked #219.

International Assets Investment Management first reported a position in CGGR in Q2 2024 and has held it in 9 quarters since. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

International Assets Investment Management held 29,020 shares of Capital Group Growth ETF worth $1.37M as of Q2 2026.
International Assets Investment Management bought 2,293 Capital Group Growth ETF shares in Q2 2026, an estimated $104K.
Capital Group Growth ETF made up 0.08% of International Assets Investment Management's portfolio in Q2 2026, its #219 holding.
International Assets Investment Management first reported a position in Capital Group Growth ETF in Q2 2024 and has held it in 9 quarters since.
651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.