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

Kingsview 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	$6.31M	Buy	133,747 +22,918	+21%	+$1.04M	0.08%	234
2026 Q1	$4.45M	Buy	110,829 +10,812	+11%	+$467K	0.06%	324
2025 Q4	$4.45M	Buy	100,017 +35,104	+54%	+$1.55M	0.06%	300
2025 Q3	$2.85M	Buy	64,913 +38,399	+145%	+$1.62M	0.04%	389
2025 Q2	$1.08M	Buy	26,514 +7,457	+39%	+$272K	0.02%	563
2025 Q1	$653K	Buy	19,057 +5,036	+36%	+$188K	0.01%	646
2024 Q4	$521K	Buy	14,021 +1,620	+13%	+$59.5K	0.01%	719
2024 Q3	$431K	Buy	12,401 +1,499	+14%	+$49.7K	0.01%	765
2024 Q2	$359K	Buy	10,902 +625	+6%	+$19.8K	0.01%	785
2024 Q1	$329K	Sell	10,277 -2,710	-21%	-$81.5K	0.01%	790
2023 Q4	$367K	Buy	12,987 +1,589	+14%	+$41.1K	0.01%	714
2023 Q3	$279K	Buy	11,398 +2,464	+28%	+$62.5K	0.01%	777
2023 Q2	$225K	Buy	+8,934	New	+$208K	0.01%	825

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

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

Kingsview Wealth Management increased its Capital Group Growth ETF (CGGR) stake by 21% in Q2 2026, buying an estimated $1.04M and bringing the position to 133,747 shares worth $6.31M. The position accounts for 0.08% of the portfolio, ranked #234.

Kingsview Wealth Management first reported a position in CGGR in Q2 2023 and has held it in 13 quarters since. 650 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Kingsview Wealth Management held 133,747 shares of Capital Group Growth ETF worth $6.31M as of Q2 2026.
Kingsview Wealth Management bought 22,918 Capital Group Growth ETF shares in Q2 2026, an estimated $1.04M.
Capital Group Growth ETF made up 0.08% of Kingsview Wealth Management's portfolio in Q2 2026, its #234 holding.
Kingsview Wealth Management first reported a position in Capital Group Growth ETF in Q2 2023 and has held it in 13 quarters since.
650 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.