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Mascagni Wealth Management’s Capital Group Growth ETF CGGR Stock Holding History

Mascagni 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 		$858K Buy
18,182
+535
+3% +$24.2K 0.53% 58
2026
Q1 		$709K Buy
17,647
+320
+2% +$13.8K 0.51% 59
2025
Q4 		$771K Buy
17,327
+931
+6% +$41.1K 0.57% 53
2025
Q3 		$720K Buy
16,396
+544
+3% +$23K 0.56% 52
2025
Q2 		$644K Buy
15,852
+1,359
+9% +$49.6K 0.55% 52
2025
Q1 		$496K Hold
14,493
– – 0.49% 63
2024
Q4 		$496K Buy
+14,493
New +$532K 0.49% 63

Other funds holding CGGR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Mascagni Wealth Management's CGGR Position: Q2 2026 in Review

Mascagni Wealth Management increased its Capital Group Growth ETF (CGGR) stake by 3% in Q2 2026, buying an estimated $24.2K and bringing the position to 18,182 shares worth $858K. The position accounts for 0.53% of the portfolio, ranked #58.

Mascagni Wealth Management first reported a position in CGGR in Q4 2024 and has held it in 7 quarters since. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Mascagni Wealth Management held 18,182 shares of Capital Group Growth ETF worth $858K as of Q2 2026.
  • Mascagni Wealth Management bought 535 Capital Group Growth ETF shares in Q2 2026, an estimated $24.2K.
  • Capital Group Growth ETF made up 0.53% of Mascagni Wealth Management's portfolio in Q2 2026, its #58 holding.
  • Mascagni Wealth Management first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Mascagni Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.