KWB Wealth’s Capital Group Growth ETF CGGR Stock Holding History

KWB Wealth’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	$8.38M	Sell	177,582 -23,512	-12%	-$1.06M	0.72%	41
2026 Q1	$8.94M	Sell	201,094 -1,833	-0.9%	-$79.1K	0.88%	34
2025 Q4	$9.02M	Buy	202,927 +48,487	+31%	+$2.14M	0.85%	34
2025 Q3	$6.28M	Buy	154,440 +36,406	+31%	+$1.54M	0.69%	35
2025 Q2	$4.04M	Buy	118,034 +36,473	+45%	+$1.33M	0.49%	40
2025 Q1	$3.03M	Buy	81,561 +55,417	+212%	+$2.07M	0.37%	42
2024 Q4	$910K	Buy	+26,144	New	+$960K	0.11%	68

Other funds holding CGGR

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

AFA

AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

WSA

Wealth Science Advisors Alpharetta, Georgia $225M AUM

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

KWB Wealth's CGGR Position: Q2 2026 in Review

KWB Wealth reduced its Capital Group Growth ETF (CGGR) stake by 12% in Q2 2026, selling an estimated $1.06M and leaving 177,582 shares worth $8.38M. The position accounts for 0.72% of the portfolio, ranked #41.

KWB Wealth first reported a position in CGGR in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.02M in Q4 2025. 140 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

KWB Wealth held 177,582 shares of Capital Group Growth ETF worth $8.38M as of Q2 2026.
KWB Wealth sold 23,512 Capital Group Growth ETF shares in Q2 2026, an estimated $1.06M.
Capital Group Growth ETF made up 0.72% of KWB Wealth's portfolio in Q2 2026, its #41 holding.
KWB Wealth first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 7 quarters since.
KWB Wealth's Capital Group Growth ETF position peaked at $9.02M in Q4 2025.
140 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.