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Moneta Group Investment Advisors’s Capital Group Growth ETF CGGR Stock Holding History

Moneta Group Investment Advisors’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 		– Sell
-5,950
Closed -$239K – 889
2026
Q1 		$239K Buy
+5,950
New +$257K ﹤0.01% 712

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

Moneta Group Investment Advisors's CGGR Position: Q2 2026 in Review

Moneta Group Investment Advisors sold out of Capital Group Growth ETF (CGGR) in Q2 2026, closing a stake of 5,950 shares — an estimated $239K sold.

Moneta Group Investment Advisors first reported a position in CGGR in Q1 2026 and held it in 1 quarter. The position peaked at $239K in Q1 2026. 650 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Moneta Group Investment Advisors reported no remaining Capital Group Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 5,950 Capital Group Growth ETF shares in Q2 2026, an estimated $239K.
  • Moneta Group Investment Advisors first reported a position in Capital Group Growth ETF in Q1 2026 and held it in 1 quarter.
  • Moneta Group Investment Advisors's Capital Group Growth ETF position peaked at $239K in Q1 2026.
  • 650 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.