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Marshall & Sterling Wealth Advisors’s Capital Group Growth ETF CGGR Stock Holding History

Marshall & Sterling Wealth 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 		$5.64K Buy
120
+7
+6% +$316 ﹤0.01% 262
2026
Q1 		$4.52K Buy
113
+11
+11% +$475 ﹤0.01% 259
2025
Q4 		$4.51K Sell
102
-3,589
-97% -$158K ﹤0.01% 261
2025
Q3 		$162K Buy
3,691
+950
+35% +$40.1K 0.1% 96
2025
Q2 		$111K Buy
2,741
+848
+45% +$30.9K 0.08% 106
2025
Q1 		$64.9K Buy
1,893
+1,759
+1,313% +$65.8K 0.04% 128
2024
Q4 		$4.97K Buy
+134
New +$4.92K ﹤0.01% 260

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
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
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $225M AUM

Marshall & Sterling Wealth Advisors's CGGR Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its Capital Group Growth ETF (CGGR) stake by 6.2% in Q2 2026, buying an estimated $316 and bringing the position to 120 shares worth $5.64K. The position accounts for ﹤0.01% of the portfolio, ranked #262.

Marshall & Sterling Wealth Advisors first reported a position in CGGR in Q4 2024 and has held it in 7 quarters since. The position peaked at $162K in Q3 2025. 177 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 120 shares of Capital Group Growth ETF worth $5.64K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors bought 7 Capital Group Growth ETF shares in Q2 2026, an estimated $316.
  • Capital Group Growth ETF made up ﹤0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #262 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's Capital Group Growth ETF position peaked at $162K in Q3 2025.
  • 177 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.