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

National Wealth Management Group’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	$3.85M	Buy	81,664 +3,164	+4%	+$143K	1.19%	20
2026 Q1	$3.15M	Buy	78,500 +20,242	+35%	+$874K	1.18%	23
2025 Q4	$2.59M	Buy	58,258 +16,330	+39%	+$721K	0.9%	29
2025 Q3	$1.84M	Buy	41,928 +13,051	+45%	+$551K	0.69%	31
2025 Q2	$1.17M	Buy	28,877 +7,066	+32%	+$258K	0.66%	30
2025 Q1	$747K	Buy	21,811 +2,152	+11%	+$80.5K	0.49%	48
2024 Q4	$731K	Buy	19,659 +4,648	+31%	+$171K	0.49%	47
2024 Q3	$522K	Buy	15,011 +1,960	+15%	+$65K	0.35%	70
2024 Q2	$429K	Buy	13,051 +238	+2%	+$7.55K	0.33%	71
2024 Q1	$410K	Buy	12,813 +816	+7%	+$24.5K	0.32%	82
2023 Q4	$339K	Buy	+11,997	New	+$310K	0.33%	93

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

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 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

National Wealth Management Group's CGGR Position: Q2 2026 in Review

National Wealth Management Group increased its Capital Group Growth ETF (CGGR) stake by 4% in Q2 2026, buying an estimated $143K and bringing the position to 81,664 shares worth $3.85M. The position accounts for 1.19% of the portfolio, ranked #20.

National Wealth Management Group first reported a position in CGGR in Q4 2023 and has held it in 11 quarters since. 177 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

National Wealth Management Group held 81,664 shares of Capital Group Growth ETF worth $3.85M as of Q2 2026.
National Wealth Management Group bought 3,164 Capital Group Growth ETF shares in Q2 2026, an estimated $143K.
Capital Group Growth ETF made up 1.19% of National Wealth Management Group's portfolio in Q2 2026, its #20 holding.
National Wealth Management Group first reported a position in Capital Group Growth ETF in Q4 2023 and has held it in 11 quarters since.
177 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.