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

Mission 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	$19.2M	Buy	405,900 +1,533	+0.4%	+$69.3K	0.23%	67
2026 Q1	$16.3M	Sell	404,367 -8,444	-2%	-$365K	0.33%	51
2025 Q4	$18.4M	Buy	412,811 +5,148	+1%	+$227K	0.37%	46
2025 Q3	$17.9M	Sell	407,663 -5,221	-1%	-$220K	0.36%	45
2025 Q2	$16.8M	Sell	412,884 -249	-0.1%	-$9.09K	0.36%	48
2025 Q1	$14.1M	Buy	+413,133	New	+$15.5M	0.35%	50

Other funds holding CGGR

SEIA

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

MFG

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

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

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

AFA

AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

WSA

Wealth Science Advisors Alpharetta, Georgia $225M AUM

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

Mission Wealth Management increased its Capital Group Growth ETF (CGGR) stake by 0.38% in Q2 2026, buying an estimated $69.3K and bringing the position to 405,900 shares worth $19.2M. The position accounts for 0.23% of the portfolio, ranked #67.

Mission Wealth Management first reported a position in CGGR in Q1 2025 and has held it in 6 quarters since. 140 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Mission Wealth Management held 405,900 shares of Capital Group Growth ETF worth $19.2M as of Q2 2026.
Mission Wealth Management bought 1,533 Capital Group Growth ETF shares in Q2 2026, an estimated $69.3K.
Capital Group Growth ETF made up 0.23% of Mission Wealth Management's portfolio in Q2 2026, its #67 holding.
Mission Wealth Management first reported a position in Capital Group Growth ETF in Q1 2025 and has held it in 6 quarters since.
140 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.