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New England Capital Financial Advisors’s Capital Group Growth ETF CGGR Stock Holding History

New England Capital Financial 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 		$72.3M Buy
1,531,893
+138,256
+10% +$6.25M 17.29% 2
2026
Q1 		$56M Sell
1,393,637
-28,707
-2% -$1.24M 15.33% 2
2025
Q4 		$63.3M Sell
1,422,344
-22,386
-2% -$988K 24.71% 1
2025
Q3 		$63.5M Buy
1,444,730
+2,158
+0.1% +$91.1K 26.97% 1
2025
Q2 		$58.6M Buy
1,442,572
+20,822
+1% +$760K 26.84% 1
2025
Q1 		$48.7M Buy
1,421,750
+29,195
+2% +$1.09M 24.77% 1
2024
Q4 		$51.8M Sell
1,392,555
-138,824
-9% -$5.1M 25.27% 1
2024
Q3 		$53.3M Sell
1,531,379
-69,403
-4% -$2.3M 27.66% 1
2024
Q2 		$52.6M Sell
1,600,782
-6,598
-0.4% -$209K 29.43% 1
2024
Q1 		$51.4M Sell
1,607,380
-17,594
-1% -$529K 29% 1
2023
Q4 		$45.9M Sell
1,624,974
-11,620
-0.7% -$300K 27.55% 1
2023
Q3 		$40.1M Sell
1,636,594
-138,820
-8% -$3.52M 27.63% 1
2023
Q2 		$44.8M Buy
1,775,414
+11,278
+0.6% +$263K 29.55% 1
2023
Q1 		$39.6M Sell
1,764,136
-44,138
-2% -$958K 27.98% 1
2022
Q4 		$38.6M Buy
+1,808,274
New +$36.8M 27.39% 1

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
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
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

New England Capital Financial Advisors's CGGR Position: Q2 2026 in Review

New England Capital Financial Advisors increased its Capital Group Growth ETF (CGGR) stake by 9.9% in Q2 2026, buying an estimated $6.25M and bringing the position to 1,531,893 shares worth $72.3M. The position accounts for 17.29% of the portfolio, ranked #2.

New England Capital Financial Advisors first reported a position in CGGR in Q4 2022 and has held it in 15 quarters since. 311 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • New England Capital Financial Advisors held 1,531,893 shares of Capital Group Growth ETF worth $72.3M as of Q2 2026.
  • New England Capital Financial Advisors bought 138,256 Capital Group Growth ETF shares in Q2 2026, an estimated $6.25M.
  • Capital Group Growth ETF made up 17.29% of New England Capital Financial Advisors's portfolio in Q2 2026, its #2 holding.
  • New England Capital Financial Advisors first reported a position in Capital Group Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 311 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.