MAI Capital Management’s Capital Group Growth ETF CGGR Stock Holding History

MAI Capital 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	$10.8M	Buy	229,587 +43,618	+23%	+$1.97M	0.04%	323
2026 Q1	$7.47M	Buy	185,969 +40,828	+28%	+$1.76M	0.04%	329
2025 Q4	$6.45M	Buy	145,141 +21,216	+17%	+$937K	0.04%	348
2025 Q3	$5.44M	Buy	123,925 +26,085	+27%	+$1.1M	0.03%	345
2025 Q2	$3.98M	Sell	97,840 -26	-0%	-$949	0.03%	368
2025 Q1	$3.35M	Buy	97,866 +6,164	+7%	+$231K	0.03%	383
2024 Q4	$3.41M	Buy	91,702 +8,907	+11%	+$327K	0.03%	388
2024 Q3	$2.88M	Sell	82,795 -6,810	-8%	-$226K	0.03%	331
2024 Q2	$2.95M	Buy	89,605 +7,674	+9%	+$243K	0.03%	337
2024 Q1	$2.62M	Buy	+81,931	New	+$2.46M	0.03%	349

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

MAI Capital Management's CGGR Position: Q2 2026 in Review

MAI Capital Management increased its Capital Group Growth ETF (CGGR) stake by 23% in Q2 2026, buying an estimated $1.97M and bringing the position to 229,587 shares worth $10.8M. The position accounts for 0.04% of the portfolio, ranked #323.

MAI Capital Management first reported a position in CGGR in Q1 2024 and has held it in 10 quarters since. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

MAI Capital Management held 229,587 shares of Capital Group Growth ETF worth $10.8M as of Q2 2026.
MAI Capital Management bought 43,618 Capital Group Growth ETF shares in Q2 2026, an estimated $1.97M.
Capital Group Growth ETF made up 0.04% of MAI Capital Management's portfolio in Q2 2026, its #323 holding.
MAI Capital Management first reported a position in Capital Group Growth ETF in Q1 2024 and has held it in 10 quarters since.
651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.