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LexAurum Advisors’s Capital Group Growth ETF CGGR Stock Holding History

LexAurum 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 		$1.38M Sell
29,185
-1,608
-5% -$72.7K 0.16% 115
2026
Q1 		$1.24M Buy
+30,793
New +$1.33M 0.16% 120
2025
Q3 		$1.37M Buy
31,142
+407
+1% +$17.2K 0.19% 99
2025
Q2 		$1.25M Sell
30,735
-633
-2% -$23.1K 0.2% 99
2025
Q1 		$1.07M Sell
31,368
-685
-2% -$25.6K 0.21% 102
2024
Q4 		$1.19M Buy
32,053
+4,981
+18% +$183K 0.24% 88
2024
Q3 		$942K Buy
27,072
+10,393
+62% +$344K 0.21% 104
2024
Q2 		$549K Buy
16,679
+1,852
+12% +$58.8K 0.13% 144
2024
Q1 		$474K Buy
14,827
+1,710
+13% +$51.4K 0.12% 156
2023
Q4 		$370K Buy
+13,117
New +$339K 0.1% 183

Other funds holding CGGR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LexAurum Advisors's CGGR Position: Q2 2026 in Review

LexAurum Advisors reduced its Capital Group Growth ETF (CGGR) stake by 5.2% in Q2 2026, selling an estimated $72.7K and leaving 29,185 shares worth $1.38M. The position accounts for 0.16% of the portfolio, ranked #115.

LexAurum Advisors first reported a position in CGGR in Q4 2023 and has held it in 10 quarters since. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • LexAurum Advisors held 29,185 shares of Capital Group Growth ETF worth $1.38M as of Q2 2026.
  • LexAurum Advisors sold 1,608 Capital Group Growth ETF shares in Q2 2026, an estimated $72.7K.
  • Capital Group Growth ETF made up 0.16% of LexAurum Advisors's portfolio in Q2 2026, its #115 holding.
  • LexAurum Advisors first reported a position in Capital Group Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • 651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.