Mason Investment Advisory Services’s Capital Group Growth ETF CGGR Stock Holding History

Mason Investment Advisory Services’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	$19.6M	Buy	414,707 +49,632	+14%	+$2.24M	0.74%	12
2026 Q1	$14.7M	Buy	365,075 +80,771	+28%	+$3.49M	0.68%	11
2025 Q4	$12.6M	Buy	284,304 +27,341	+11%	+$1.21M	0.6%	11
2025 Q3	$11.3M	Buy	256,963 +16,543	+7%	+$698K	0.56%	11
2025 Q2	$9.77M	Buy	240,420 +54,457	+29%	+$1.99M	0.53%	10
2025 Q1	$6.37M	Buy	185,963 +36,675	+25%	+$1.37M	0.38%	11
2024 Q4	$5.55M	Buy	149,288 +106,287	+247%	+$3.9M	0.33%	13
2024 Q3	$1.5M	Buy	43,001 +32,273	+301%	+$1.07M	0.09%	17
2024 Q2	$353K	Buy	+10,728	New	+$340K	0.02%	54

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

Mason Investment Advisory Services's CGGR Position: Q2 2026 in Review

Mason Investment Advisory Services increased its Capital Group Growth ETF (CGGR) stake by 14% in Q2 2026, buying an estimated $2.24M and bringing the position to 414,707 shares worth $19.6M. The position accounts for 0.74% of the portfolio, ranked #12.

Mason Investment Advisory Services first reported a position in CGGR in Q2 2024 and has held it in 9 quarters since. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Mason Investment Advisory Services held 414,707 shares of Capital Group Growth ETF worth $19.6M as of Q2 2026.
Mason Investment Advisory Services bought 49,632 Capital Group Growth ETF shares in Q2 2026, an estimated $2.24M.
Capital Group Growth ETF made up 0.74% of Mason Investment Advisory Services's portfolio in Q2 2026, its #12 holding.
Mason Investment Advisory Services first reported a position in Capital Group Growth ETF in Q2 2024 and has held it in 9 quarters since.
652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Mason Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.