Lantern Wealth Advisors’s Capital Group Growth ETF CGGR Stock Holding History

Lantern Wealth Advisors’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	$1.28M	Buy	27,181 +3,705	+16%	+$167K	0.59%	45
2026 Q1	$943K	Sell	23,476 -57	-0.2%	-$2.46K	0.48%	58
2025 Q4	$1.05M	Buy	23,533 +9,664	+70%	+$427K	0.56%	47
2025 Q3	$609K	Buy	13,869 +4,475	+48%	+$189K	0.32%	76
2025 Q2	$382K	Buy	+9,394	New	+$343K	0.23%	98

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

Lantern Wealth Advisors's CGGR Position: Q2 2026 in Review

Lantern Wealth Advisors increased its Capital Group Growth ETF (CGGR) stake by 16% in Q2 2026, buying an estimated $167K and bringing the position to 27,181 shares worth $1.28M. The position accounts for 0.59% of the portfolio, ranked #45.

Lantern Wealth Advisors first reported a position in CGGR in Q2 2025 and has held it in 5 quarters since. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Lantern Wealth Advisors held 27,181 shares of Capital Group Growth ETF worth $1.28M as of Q2 2026.
Lantern Wealth Advisors bought 3,705 Capital Group Growth ETF shares in Q2 2026, an estimated $167K.
Capital Group Growth ETF made up 0.59% of Lantern Wealth Advisors's portfolio in Q2 2026, its #45 holding.
Lantern Wealth Advisors first reported a position in Capital Group Growth ETF in Q2 2025 and has held it in 5 quarters since.
652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.