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

Northwest 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	$1.11M	Sell	23,617 -8,341	-26%	-$377K	0.15%	29
2026 Q1	$1.28M	Buy	31,958 +15,469	+94%	+$668K	2.48%	12
2025 Q4	$733K	Sell	16,489 -497	-3%	-$21.9K	1.51%	16
2025 Q3	$746K	Buy	16,986 +2,094	+14%	+$88.4K	0.96%	30
2025 Q2	$605K	Hold	14,892	–	–	0.84%	34
2025 Q1	$510K	Hold	14,892	–	–	0.42%	58
2024 Q4	$554K	Buy	14,892 +280	+2%	+$10.3K	0.46%	56
2024 Q3	$508K	Buy	14,612 +1,500	+11%	+$49.7K	0.4%	56
2024 Q2	$431K	Buy	13,112 +1,566	+14%	+$49.7K	0.44%	56
2024 Q1	$369K	Buy	11,546 +5,738	+99%	+$173K	0.41%	62
2023 Q4	$164K	Buy	+5,808	New	+$150K	0.14%	102

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

Northwest Financial Advisors's CGGR Position: Q2 2026 in Review

Northwest Financial Advisors reduced its Capital Group Growth ETF (CGGR) stake by 26% in Q2 2026, selling an estimated $377K and leaving 23,617 shares worth $1.11M. The position accounts for 0.15% of the portfolio, ranked #29.

Northwest Financial Advisors first reported a position in CGGR in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.28M in Q1 2026. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Northwest Financial Advisors held 23,617 shares of Capital Group Growth ETF worth $1.11M as of Q2 2026.
Northwest Financial Advisors sold 8,341 Capital Group Growth ETF shares in Q2 2026, an estimated $377K.
Capital Group Growth ETF made up 0.15% of Northwest Financial Advisors's portfolio in Q2 2026, its #29 holding.
Northwest Financial Advisors first reported a position in Capital Group Growth ETF in Q4 2023 and has held it in 11 quarters since.
Northwest Financial Advisors's Capital Group Growth ETF position peaked at $1.28M in Q1 2026.
652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

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