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 Q3	$11.5M	Buy	243,471 +65,889	+37%	+$3.07M	0.99%	30
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

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JSF Financial Los Angeles, California $655M AUM 20.11% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Ergawealth Advisors Oak Brook, Illinois $253M AUM 8.74% 1-Year Est. Return

KWB Wealth's CGGR Position: Q3 2026 in Review

KWB Wealth increased its Capital Group Growth ETF (CGGR) stake by 37% in Q3 2026, buying an estimated $3.07M and bringing the position to 243,471 shares worth $11.5M. The position accounts for 0.99% of the portfolio, ranked #30.

KWB Wealth first reported a position in CGGR in Q4 2024 and has held it in 8 quarters since. 216 funds tracked by Wall St. Rank hold CGGR as of Q3 2026.

KWB Wealth held 243,471 shares of Capital Group Growth ETF worth $11.5M as of Q3 2026.
KWB Wealth bought 65,889 Capital Group Growth ETF shares in Q3 2026, an estimated $3.07M.
Capital Group Growth ETF made up 0.99% of KWB Wealth's portfolio in Q3 2026, its #30 holding.
KWB Wealth first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 8 quarters since.
216 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.