MassMutual Private Wealth & Trust’s Capital Group Growth ETF CGGR Stock Holding History

MassMutual Private Wealth & Trust’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	$8.12K	Hold	172	–	–	﹤0.01%	1493
2026 Q1	$6.91K	Buy	+172	New	+$7.43K	﹤0.01%	1529
2025 Q3	–	Sell	-1	Closed	-$41	–	2382
2025 Q2	$41	Hold	1	–	–	﹤0.01%	2336
2025 Q1	$34	Buy	+1	New	+$37	﹤0.01%	2350

Other funds holding CGGR

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

NECFA

New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MassMutual Private Wealth & Trust's CGGR Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its Capital Group Growth ETF (CGGR) position steady in Q2 2026 at 172 shares worth $8.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1493.

MassMutual Private Wealth & Trust first reported a position in CGGR in Q1 2025 and has held it in 4 quarters since. 370 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

MassMutual Private Wealth & Trust held 172 shares of Capital Group Growth ETF worth $8.12K as of Q2 2026.
MassMutual Private Wealth & Trust left its Capital Group Growth ETF share count unchanged in Q2 2026.
Capital Group Growth ETF made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1493 holding.
MassMutual Private Wealth & Trust first reported a position in Capital Group Growth ETF in Q1 2025 and has held it in 4 quarters since.
370 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.