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

Modern 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	$7.77M	Buy	164,611 +115,781	+237%	+$5.23M	0.09%	209
2026 Q1	$1.98M	Buy	48,830 +4,565	+10%	+$197K	0.03%	308
2025 Q4	$1.97M	Buy	44,265 +4,651	+12%	+$205K	0.04%	299
2025 Q3	$1.74M	Buy	39,614 +3,040	+8%	+$128K	0.03%	300
2025 Q2	$1.49M	Buy	36,574 +4,803	+15%	+$175K	0.04%	303
2025 Q1	$1.09M	Buy	31,771 +10,813	+52%	+$405K	0.03%	292
2024 Q4	$779K	Buy	+20,958	New	+$770K	0.03%	294

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

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

Modern Wealth Management increased its Capital Group Growth ETF (CGGR) stake by 237% in Q2 2026, buying an estimated $5.23M and bringing the position to 164,611 shares worth $7.77M. The position accounts for 0.09% of the portfolio, ranked #209.

Modern Wealth Management first reported a position in CGGR in Q4 2024 and has held it in 7 quarters since. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Modern Wealth Management held 164,611 shares of Capital Group Growth ETF worth $7.77M as of Q2 2026.
Modern Wealth Management bought 115,781 Capital Group Growth ETF shares in Q2 2026, an estimated $5.23M.
Capital Group Growth ETF made up 0.09% of Modern Wealth Management's portfolio in Q2 2026, its #209 holding.
Modern Wealth Management first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 7 quarters since.
651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.