Magnus Financial Group’s Capital Group Growth ETF CGGR Stock Holding History

Magnus Financial Group’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	$6.27M	Buy	132,931 +6,042	+5%	+$273K	0.44%	55
2026 Q1	$5.1M	Buy	126,889 +10,411	+9%	+$450K	0.41%	52
2025 Q4	$5.18M	Buy	116,478 +520	+0.4%	+$23K	0.4%	59
2025 Q3	$5.09M	Buy	115,958 +2,284	+2%	+$96.4K	0.4%	57
2025 Q2	$4.62M	Buy	113,674 +12,340	+12%	+$450K	0.41%	59
2025 Q1	$3.47M	Buy	101,334 +15,654	+18%	+$586K	0.34%	66
2024 Q4	$3.18M	Buy	85,680 +4,519	+6%	+$166K	0.31%	66
2024 Q3	$2.82M	Buy	81,161 +17,264	+27%	+$572K	0.29%	71
2024 Q2	$2.1M	Buy	63,897 +50,723	+385%	+$1.61M	0.24%	78
2024 Q1	$421K	Buy	+13,174	New	+$396K	0.05%	202

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 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

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

AFA

AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

WSA

Wealth Science Advisors Alpharetta, Georgia $225M AUM

Magnus Financial Group's CGGR Position: Q2 2026 in Review

Magnus Financial Group increased its Capital Group Growth ETF (CGGR) stake by 4.8% in Q2 2026, buying an estimated $273K and bringing the position to 132,931 shares worth $6.27M. The position accounts for 0.44% of the portfolio, ranked #55.

Magnus Financial Group first reported a position in CGGR in Q1 2024 and has held it in 10 quarters since. 206 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Magnus Financial Group held 132,931 shares of Capital Group Growth ETF worth $6.27M as of Q2 2026.
Magnus Financial Group bought 6,042 Capital Group Growth ETF shares in Q2 2026, an estimated $273K.
Capital Group Growth ETF made up 0.44% of Magnus Financial Group's portfolio in Q2 2026, its #55 holding.
Magnus Financial Group first reported a position in Capital Group Growth ETF in Q1 2024 and has held it in 10 quarters since.
206 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.