Main Line Retirement Advisors’s Capital Group Growth ETF CGGR Stock Holding History

Main Line Retirement Advisors’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	$18.3M	Sell	387,263 -2,365	-0.6%	-$107K	8.38%	5
2026 Q1	$15.7M	Buy	389,628 +7,371	+2%	+$318K	7.82%	5
2025 Q4	$17M	Sell	382,257 -57,116	-13%	-$2.52M	8.6%	5
2025 Q3	$19.3M	Buy	439,373 +13,586	+3%	+$574K	9.9%	4
2025 Q2	$17.3M	Buy	425,787 +33,381	+9%	+$1.22M	9.86%	4
2025 Q1	$13.4M	Buy	392,406 +10,396	+3%	+$389K	8.73%	5
2024 Q4	$14.2M	Buy	382,010 +19,705	+5%	+$724K	9.35%	3
2024 Q3	$12.6M	Buy	362,305 +12,159	+3%	+$403K	8.64%	5
2024 Q2	$11.5M	Buy	350,146 +7,461	+2%	+$237K	8.81%	4
2024 Q1	$11M	Buy	342,685 +14,840	+5%	+$446K	8.62%	4
2023 Q4	$9.25M	Buy	+327,845	New	+$8.48M	8.04%	5
2023 Q2	$9.67M	Buy	+383,442	New	+$8.93M	9.1%	5

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

Main Line Retirement Advisors's CGGR Position: Q2 2026 in Review

Main Line Retirement Advisors reduced its Capital Group Growth ETF (CGGR) stake by 0.61% in Q2 2026, selling an estimated $107K and leaving 387,263 shares worth $18.3M. The position accounts for 8.38% of the portfolio, ranked #5.

Main Line Retirement Advisors first reported a position in CGGR in Q2 2023 and has held it in 12 quarters since. The position peaked at $19.3M in Q3 2025. 650 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Main Line Retirement Advisors held 387,263 shares of Capital Group Growth ETF worth $18.3M as of Q2 2026.
Main Line Retirement Advisors sold 2,365 Capital Group Growth ETF shares in Q2 2026, an estimated $107K.
Capital Group Growth ETF made up 8.38% of Main Line Retirement Advisors's portfolio in Q2 2026, its #5 holding.
Main Line Retirement Advisors first reported a position in Capital Group Growth ETF in Q2 2023 and has held it in 12 quarters since.
Main Line Retirement Advisors's Capital Group Growth ETF position peaked at $19.3M in Q3 2025.
650 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Main Line Retirement Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.