Lodestone Wealth Management
CGGR icon

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
Q3 		$1.46M Buy
30,704
+2,693
+10% +$125K 0.49% 59
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Forge Financial Services
Forge Financial Services Edmond, Oklahoma $1.17B AUM 12.47% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Lodestone Wealth Management's CGGR Position: Q3 2026 in Review

Lodestone Wealth Management increased its Capital Group Growth ETF (CGGR) stake by 9.6% in Q3 2026, buying an estimated $125K and bringing the position to 30,704 shares worth $1.46M. The position accounts for 0.49% of the portfolio, ranked #59.

Lodestone Wealth Management first reported a position in CGGR in Q2 2023 and has held it in 14 quarters since. 428 funds tracked by Wall St. Rank hold CGGR as of Q3 2026.

  • Lodestone Wealth Management held 30,704 shares of Capital Group Growth ETF worth $1.46M as of Q3 2026.
  • Lodestone Wealth Management bought 2,693 Capital Group Growth ETF shares in Q3 2026, an estimated $125K.
  • Capital Group Growth ETF made up 0.49% of Lodestone Wealth Management's portfolio in Q3 2026, its #59 holding.
  • Lodestone Wealth Management first reported a position in Capital Group Growth ETF in Q2 2023 and has held it in 14 quarters since.
  • 428 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.