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Mather Group’s Capital Group Growth ETF CGGR Stock Holding History

Mather Group’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 		$130K Hold
2,761
– – ﹤0.01% 874
2026
Q1 		$111K Buy
+2,761
New +$119K ﹤0.01% 868
2025
Q4 		– Sell
-2,761
Closed -$121K – 816
2025
Q3 		$121K Buy
+2,761
New +$117K ﹤0.01% 734
2025
Q2 		– Sell
-2,761
Closed -$94.6K – 800
2025
Q1 		$94.6K Hold
2,761
– – ﹤0.01% 761
2024
Q4 		$103K Hold
2,761
– – ﹤0.01% 735
2024
Q3 		$96.1K Hold
2,761
– – ﹤0.01% 748
2024
Q2 		$88.3K Hold
2,761
– – ﹤0.01% 849
2024
Q1 		$77.9K Buy
+2,761
New +$83K ﹤0.01% 770

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

Mather Group's CGGR Position: Q2 2026 in Review

Mather Group held its Capital Group Growth ETF (CGGR) position steady in Q2 2026 at 2,761 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #874.

Mather Group first reported a position in CGGR in Q1 2024 and has held it in 8 quarters since. 650 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Mather Group held 2,761 shares of Capital Group Growth ETF worth $130K as of Q2 2026.
  • Mather Group left its Capital Group Growth ETF share count unchanged in Q2 2026.
  • Capital Group Growth ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #874 holding.
  • Mather Group first reported a position in Capital Group Growth ETF in Q1 2024 and has held it in 8 quarters since.
  • 650 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.