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

NewEdge 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	$75.8M	Buy	1,604,940 +95,388	+6%	+$4.31M	0.23%	82
2026 Q1	$60.7M	Buy	1,509,552 +49,640	+3%	+$2.14M	0.22%	84
2025 Q4	$64.9M	Buy	1,459,912 +151,771	+12%	+$6.7M	0.24%	81
2025 Q3	$57.5M	Buy	1,308,141 +87,821	+7%	+$3.71M	0.26%	72
2025 Q2	$49.6M	Sell	1,220,320 -148,602	-11%	-$5.42M	0.26%	79
2025 Q1	$46.9M	Buy	1,368,922 +110,833	+9%	+$4.15M	0.28%	73
2024 Q4	$46.8M	Buy	1,258,089 +117,633	+10%	+$4.32M	0.28%	66
2024 Q3	$39.7M	Buy	1,140,456 +173,318	+18%	+$5.74M	0.26%	88
2024 Q2	$31.8M	Buy	967,138 +237,601	+33%	+$7.54M	0.23%	97
2024 Q1	$23.3M	Buy	729,537 +122,195	+20%	+$3.67M	0.2%	110
2023 Q4	$17.2M	Buy	607,342 +58,845	+11%	+$1.52M	0.16%	133
2023 Q3	$13.4M	Buy	548,497 +9,410	+2%	+$239K	0.15%	146
2023 Q2	$13.6M	Buy	539,087 +23,018	+4%	+$536K	0.15%	142
2023 Q1	$11.6M	Buy	516,069 +69,429	+16%	+$1.51M	0.14%	152
2022 Q4	$508K	Buy	446,640 +145,792	+48%	+$2.97M	0.01%	776
2022 Q3	$5.87M	Buy	300,848 +157,832	+110%	+$3.37M	0.1%	212
2022 Q2	$2.85M	Buy	+143,016	New	+$3.22M	0.05%	353

Other funds holding CGGR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

NewEdge Advisors's CGGR Position: Q2 2026 in Review

NewEdge Advisors increased its Capital Group Growth ETF (CGGR) stake by 6.3% in Q2 2026, buying an estimated $4.31M and bringing the position to 1,604,940 shares worth $75.8M. The position accounts for 0.23% of the portfolio, ranked #82.

NewEdge Advisors first reported a position in CGGR in Q2 2022 and has held it in 17 quarters since. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

NewEdge Advisors held 1,604,940 shares of Capital Group Growth ETF worth $75.8M as of Q2 2026.
NewEdge Advisors bought 95,388 Capital Group Growth ETF shares in Q2 2026, an estimated $4.31M.
Capital Group Growth ETF made up 0.23% of NewEdge Advisors's portfolio in Q2 2026, its #82 holding.
NewEdge Advisors first reported a position in Capital Group Growth ETF in Q2 2022 and has held it in 17 quarters since.
652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.