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MSH Capital Advisors’s Capital Group Growth ETF CGGR Stock Holding History

MSH Capital 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 		$1.93M Buy
40,813
+3,367
+9% +$152K 0.34% 77
2026
Q1 		$1.5M Sell
37,446
-1,216
-3% -$52.5K 0.32% 84
2025
Q4 		$1.72M Buy
38,662
+6,639
+21% +$293K 0.37% 73
2025
Q3 		$1.41M Buy
32,023
+4,437
+16% +$187K 0.38% 76
2025
Q2 		$1.12M Sell
27,586
-1,592
-5% -$58.1K 0.32% 84
2025
Q1 		$999K Sell
29,178
-200
-0.7% -$7.48K 0.31% 91
2024
Q4 		$1.09M Buy
29,378
+1,768
+6% +$65K 0.34% 77
2024
Q3 		$961K Buy
27,610
+692
+3% +$22.9K 0.29% 92
2024
Q2 		$885K Buy
26,918
+15,438
+134% +$490K 0.3% 92
2024
Q1 		$367K Buy
11,480
+4,293
+60% +$129K 0.13% 157
2023
Q4 		$203K Buy
+7,187
New +$186K 0.08% 206

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

MSH Capital Advisors's CGGR Position: Q2 2026 in Review

MSH Capital Advisors increased its Capital Group Growth ETF (CGGR) stake by 9% in Q2 2026, buying an estimated $152K and bringing the position to 40,813 shares worth $1.93M. The position accounts for 0.34% of the portfolio, ranked #77.

MSH Capital Advisors first reported a position in CGGR in Q4 2023 and has held it in 11 quarters since. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • MSH Capital Advisors held 40,813 shares of Capital Group Growth ETF worth $1.93M as of Q2 2026.
  • MSH Capital Advisors bought 3,367 Capital Group Growth ETF shares in Q2 2026, an estimated $152K.
  • Capital Group Growth ETF made up 0.34% of MSH Capital Advisors's portfolio in Q2 2026, its #77 holding.
  • MSH Capital Advisors first reported a position in Capital Group Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.