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CGGR icon

NavPoint Financial’s Capital Group Growth ETF CGGR Stock Holding History

NavPoint Financial’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 		$1.47M Sell
31,165
-30
-0.1% -$1.36K 0.55% 36
2026
Q1 		$1.25M Buy
31,195
+4,525
+17% +$195K 0.51% 37
2025
Q4 		$1.19M Buy
26,670
+492
+2% +$21.7K 0.51% 37
2025
Q3 		$1.15M Buy
26,178
+580
+2% +$24.5K 0.6% 32
2025
Q2 		$1.04M Sell
25,598
-493
-2% -$18K 0.63% 28
2025
Q1 		$894K Buy
26,091
+112
+0.4% +$4.19K 0.63% 28
2024
Q4 		$966K Sell
25,979
-5,365
-17% -$197K 0.76% 26
2024
Q3 		$1.09M Buy
31,344
+592
+2% +$19.6K 0.88% 24
2024
Q2 		$1.01M Sell
30,752
-3,073
-9% -$97.5K 0.88% 24
2024
Q1 		$1.08M Sell
33,825
-125
-0.4% -$3.76K 0.94% 24
2023
Q4 		$958K Buy
+33,950
New +$878K 0.88% 24

Other funds holding CGGR

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
NECFA
New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JF
JSF Financial Los Angeles, California $632M AUM 27.63% 1-Year Est. Return

NavPoint Financial's CGGR Position: Q2 2026 in Review

NavPoint Financial reduced its Capital Group Growth ETF (CGGR) stake by 0.1% in Q2 2026, selling an estimated $1.36K and leaving 31,165 shares worth $1.47M. The position accounts for 0.55% of the portfolio, ranked #36.

NavPoint Financial first reported a position in CGGR in Q4 2023 and has held it in 11 quarters since. 311 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • NavPoint Financial held 31,165 shares of Capital Group Growth ETF worth $1.47M as of Q2 2026.
  • NavPoint Financial sold 30 Capital Group Growth ETF shares in Q2 2026, an estimated $1.36K.
  • Capital Group Growth ETF made up 0.55% of NavPoint Financial's portfolio in Q2 2026, its #36 holding.
  • NavPoint Financial first reported a position in Capital Group Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 311 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on NavPoint Financial's 13F filing for Q2 2026, filed 23 Jul 2026.