NL
CGGR icon

NWAM LLC’s Capital Group Growth ETF CGGR Stock Holding History

NWAM LLC’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 		$2.86M Buy
60,693
+3,648
+6% +$165K 0.14% 158
2026
Q1 		$2.29M Buy
57,045
+30,137
+112% +$1.3M 0.13% 161
2025
Q4 		$1.21M Buy
26,908
+4,352
+19% +$192K 0.07% 250
2025
Q3 		$1M Buy
22,556
+1,593
+8% +$67.3K 0.05% 277
2025
Q2 		$875K Buy
20,963
+613
+3% +$22.4K 0.05% 292
2025
Q1 		$697K Buy
20,350
+3,198
+19% +$120K 0.06% 262
2024
Q4 		$638K Buy
17,152
+2,315
+16% +$85K 0.04% 331
2024
Q3 		$516K Buy
+14,837
New +$492K 0.03% 375
2024
Q2 		– Sell
-12,210
Closed -$384K – 209
2024
Q1 		$384K Buy
12,210
+1,696
+16% +$51K 0.03% 388
2023
Q4 		$297K Buy
10,514
+103
+1% +$2.66K 0.02% 440
2023
Q3 		$255K Buy
10,411
+2,347
+29% +$59.6K 0.03% 419
2023
Q2 		$203K Buy
+8,064
New +$188K 0.02% 508

Other funds holding CGGR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

NWAM LLC's CGGR Position: Q2 2026 in Review

NWAM LLC increased its Capital Group Growth ETF (CGGR) stake by 6.4% in Q2 2026, buying an estimated $165K and bringing the position to 60,693 shares worth $2.86M. The position accounts for 0.14% of the portfolio, ranked #158.

NWAM LLC first reported a position in CGGR in Q2 2023 and has held it in 12 quarters since. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • NWAM LLC held 60,693 shares of Capital Group Growth ETF worth $2.86M as of Q2 2026.
  • NWAM LLC bought 3,648 Capital Group Growth ETF shares in Q2 2026, an estimated $165K.
  • Capital Group Growth ETF made up 0.14% of NWAM LLC's portfolio in Q2 2026, its #158 holding.
  • NWAM LLC first reported a position in Capital Group Growth ETF in Q2 2023 and has held it in 12 quarters since.
  • 651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.