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

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

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. 652 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.
652 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.