Investmark Advisory Group’s Capital Group Growth ETF CGGR Stock Holding History

Investmark Advisory Group’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	$9.66M	Buy	204,766 +3,715	+2%	+$168K	3.67%	5
2026 Q1	$8.08M	Sell	201,051 -6,998	-3%	-$302K	3.46%	5
2025 Q4	$9.25M	Sell	208,049 -2,166	-1%	-$95.6K	3.94%	4
2025 Q3	$9.23M	Sell	210,215 -6,177	-3%	-$261K	4%	4
2025 Q2	$8.8M	Sell	216,392 -23,661	-10%	-$863K	4.12%	4
2025 Q1	$8.22M	Buy	240,053 +4,445	+2%	+$166K	4.06%	5
2024 Q4	$8.76M	Sell	235,608 -579	-0.2%	-$21.3K	4.29%	5
2024 Q3	$8.22M	Buy	236,187 +5,947	+3%	+$197K	3.99%	4
2024 Q2	$7.57M	Buy	230,240 +18,385	+9%	+$583K	4.04%	5
2024 Q1	$6.78M	Buy	211,855 +3,841	+2%	+$115K	3.72%	5
2023 Q4	$5.87M	Buy	208,014 +19,862	+11%	+$514K	3.44%	5
2023 Q3	$4.61M	Buy	188,152 +20,341	+12%	+$516K	3.12%	5
2023 Q2	$4.23M	Buy	167,811 +16,617	+11%	+$387K	2.82%	5
2023 Q1	$3.4M	Buy	151,194 +33,550	+29%	+$728K	2.49%	11
2022 Q4	$2.35M	Buy	117,644 +28,834	+32%	+$587K	1.74%	16
2022 Q3	$1.73M	Buy	88,810 +45,421	+105%	+$970K	1.56%	20
2022 Q2	$866K	Buy	43,389 +12,662	+41%	+$285K	0.86%	25
2022 Q1	$803K	Buy	+30,727	New	+$767K	0.83%	28

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

Investmark Advisory Group's CGGR Position: Q2 2026 in Review

Investmark Advisory Group increased its Capital Group Growth ETF (CGGR) stake by 1.8% in Q2 2026, buying an estimated $168K and bringing the position to 204,766 shares worth $9.66M. The position accounts for 3.67% of the portfolio, ranked #5.

Investmark Advisory Group first reported a position in CGGR in Q1 2022 and has held it in 18 quarters since. 653 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Investmark Advisory Group held 204,766 shares of Capital Group Growth ETF worth $9.66M as of Q2 2026.
Investmark Advisory Group bought 3,715 Capital Group Growth ETF shares in Q2 2026, an estimated $168K.
Capital Group Growth ETF made up 3.67% of Investmark Advisory Group's portfolio in Q2 2026, its #5 holding.
Investmark Advisory Group first reported a position in Capital Group Growth ETF in Q1 2022 and has held it in 18 quarters since.
653 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Investmark Advisory Group's 13F filing for Q2 2026, filed 7 Aug 2026.