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

LongView 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 		$12.7M Sell
269,258
-2,542
-0.9% -$115K 3.26% 5
2026
Q1 		$11.8M Buy
271,800
+13,118
+5% +$566K 2.97% 5
2025
Q4 		$11.8M Buy
258,682
+19,084
+8% +$843K 2.85% 5
2025
Q3 		$10.5M Buy
239,598
+23,084
+11% +$975K 2.85% 6
2025
Q2 		$8.8M Sell
216,514
-96,937
-31% -$3.54M 2.66% 7
2025
Q1 		$10.7M Buy
313,451
+14,996
+5% +$561K 3.22% 5
2024
Q4 		$11.1M Buy
298,455
+13,957
+5% +$513K 3.38% 5
2024
Q3 		$9.9M Buy
284,498
+35,411
+14% +$1.17M 3.16% 6
2024
Q2 		$8.19M Buy
249,087
+29,846
+14% +$947K 3.03% 6
2024
Q1 		$7.01M Buy
219,241
+58,998
+37% +$1.77M 2.78% 7
2023
Q4 		$4.49M Buy
+160,243
New +$4.14M 2.01% 9

Other funds holding CGGR

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $225M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

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

LongView Wealth Management reduced its Capital Group Growth ETF (CGGR) stake by 0.94% in Q2 2026, selling an estimated $115K and leaving 269,258 shares worth $12.7M. The position accounts for 3.26% of the portfolio, ranked #5.

LongView Wealth Management first reported a position in CGGR in Q4 2023 and has held it in 11 quarters since. 123 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • LongView Wealth Management held 269,258 shares of Capital Group Growth ETF worth $12.7M as of Q2 2026.
  • LongView Wealth Management sold 2,542 Capital Group Growth ETF shares in Q2 2026, an estimated $115K.
  • Capital Group Growth ETF made up 3.26% of LongView Wealth Management's portfolio in Q2 2026, its #5 holding.
  • LongView Wealth Management first reported a position in Capital Group Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 123 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.