Lodestone Wealth Management’s Capital Group Growth ETF CGGR Stock Holding History

Lodestone Wealth Management’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	$1.32M	Buy	28,011 +444	+2%	+$20.1K	0.47%	65
2026 Q1	$1.11M	Buy	27,567 +982	+4%	+$42.4K	0.44%	64
2025 Q4	$1.18M	Sell	26,585 -415	-2%	-$18.3K	0.48%	61
2025 Q3	$1.19M	Buy	27,000 +786	+3%	+$33.2K	0.53%	57
2025 Q2	$1.07M	Buy	26,214 +979	+4%	+$35.7K	0.52%	59
2025 Q1	$864K	Buy	25,235 +312	+1%	+$11.7K	0.46%	62
2024 Q4	$926K	Sell	24,923 -206	-0.8%	-$7.57K	0.46%	61
2024 Q3	$874K	Buy	25,129 +5,713	+29%	+$189K	0.44%	64
2024 Q2	$639K	Buy	19,416 +24	+0.1%	+$761	0.34%	71
2024 Q1	$620K	Buy	19,392 +807	+4%	+$24.3K	0.33%	72
2023 Q4	$525K	Buy	18,585 +1,050	+6%	+$27.1K	0.3%	78
2023 Q3	$430K	Buy	17,535 +4,465	+34%	+$113K	0.3%	77
2023 Q2	$330K	Buy	+13,070	New	+$304K	0.23%	104

Other funds holding CGGR

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

SEIA

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MFG

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

NECFA

New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 1-Year Est. Return

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

JSF Financial Los Angeles, California $632M AUM 27.63% 1-Year Est. Return

Lodestone Wealth Management's CGGR Position: Q2 2026 in Review

Lodestone Wealth Management increased its Capital Group Growth ETF (CGGR) stake by 1.6% in Q2 2026, buying an estimated $20.1K and bringing the position to 28,011 shares worth $1.32M. The position accounts for 0.47% of the portfolio, ranked #65.

Lodestone Wealth Management first reported a position in CGGR in Q2 2023 and has held it in 13 quarters since. 300 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Lodestone Wealth Management held 28,011 shares of Capital Group Growth ETF worth $1.32M as of Q2 2026.
Lodestone Wealth Management bought 444 Capital Group Growth ETF shares in Q2 2026, an estimated $20.1K.
Capital Group Growth ETF made up 0.47% of Lodestone Wealth Management's portfolio in Q2 2026, its #65 holding.
Lodestone Wealth Management first reported a position in Capital Group Growth ETF in Q2 2023 and has held it in 13 quarters since.
300 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.