LeClair Wealth Partners’s Capital Group Growth ETF CGGR Stock Holding History

LeClair Wealth Partners’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	$3.71M	Buy	+78,654	New	+$3.56M	1.92%	13
2026 Q1	–	Sell	-79,320	Closed	-$3.53M	–	120
2025 Q4	$3.53M	Hold	79,320	–	–	2.05%	14
2025 Q3	$3.48M	Sell	79,320 -445	-0.6%	-$18.8K	2.17%	14
2025 Q2	$3.24M	Sell	79,765 -618	-0.8%	-$22.6K	2.2%	13
2025 Q1	$2.75M	Sell	80,383 -4,233	-5%	-$158K	1.98%	14
2024 Q4	$3.15M	Buy	+84,616	New	+$3.11M	2.1%	10

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

LeClair Wealth Partners's CGGR Position: Q2 2026 in Review

LeClair Wealth Partners opened a new position in Capital Group Growth ETF (CGGR) in Q2 2026: 78,654 shares worth $3.71M. The stake represents 1.92% of the portfolio and ranks #13 among its holdings. This is a return to the name: LeClair Wealth Partners previously reported a position in CGGR as recently as Q4 2025.

LeClair Wealth Partners first reported a position in CGGR in Q4 2024 and has held it in 6 quarters since. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

LeClair Wealth Partners held 78,654 shares of Capital Group Growth ETF worth $3.71M as of Q2 2026.
Capital Group Growth ETF was a new LeClair Wealth Partners position in Q2 2026.
Capital Group Growth ETF made up 1.92% of LeClair Wealth Partners's portfolio in Q2 2026, its #13 holding.
LeClair Wealth Partners first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 6 quarters since.
652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.