MWM
CGGR icon

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

Meridian 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 		$3.93M Buy
83,239
+1,155
+1% +$52.2K 0.12% 168
2026
Q1 		$3.3M Buy
82,084
+1,712
+2% +$73.9K 0.12% 170
2025
Q4 		$3.57M Buy
80,372
+1,114
+1% +$49.2K 0.13% 150
2025
Q3 		$3.48M Buy
79,258
+6,483
+9% +$274K 0.13% 148
2025
Q2 		$2.96M Buy
72,775
+261
+0.4% +$9.52K 0.13% 164
2025
Q1 		$2.48M Sell
72,514
-185
-0.3% -$6.92K 0.12% 166
2024
Q4 		$2.7M Buy
72,699
+332
+0.5% +$12.2K 0.13% 160
2024
Q3 		$2.52M Buy
72,367
+8,428
+13% +$279K 0.12% 165
2024
Q2 		$2.1M Buy
+63,939
New +$2.03M 0.25% 76
2024
Q1 		– Sell
-49,053
Closed -$1.38M – 240
2023
Q4 		$1.38M Buy
49,053
+591
+1% +$15.3K 0.09% 213
2023
Q3 		$1.19M Buy
48,462
+56
+0.1% +$1.42K 0.07% 214
2023
Q2 		$1.22M Buy
48,406
+7,945
+20% +$185K 0.1% 167
2023
Q1 		$909K Buy
+40,461
New +$879K 0.08% 220

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

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

Meridian Wealth Management increased its Capital Group Growth ETF (CGGR) stake by 1.4% in Q2 2026, buying an estimated $52.2K and bringing the position to 83,239 shares worth $3.93M. The position accounts for 0.12% of the portfolio, ranked #168.

Meridian Wealth Management first reported a position in CGGR in Q1 2023 and has held it in 13 quarters since. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Meridian Wealth Management held 83,239 shares of Capital Group Growth ETF worth $3.93M as of Q2 2026.
  • Meridian Wealth Management bought 1,155 Capital Group Growth ETF shares in Q2 2026, an estimated $52.2K.
  • Capital Group Growth ETF made up 0.12% of Meridian Wealth Management's portfolio in Q2 2026, its #168 holding.
  • Meridian Wealth Management first reported a position in Capital Group Growth ETF in Q1 2023 and has held it in 13 quarters since.
  • 652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.