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Octavia Wealth Advisors’s Capital Group Growth ETF CGGR Stock Holding History

Octavia Wealth 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 		$703K Buy
14,885
+571
+4% +$25.8K 0.06% 96
2026
Q1 		$575K Buy
14,314
+302
+2% +$13K 0.06% 121
2025
Q4 		$623K Sell
14,012
-1,889
-12% -$83.4K 0.06% 118
2025
Q3 		$698K Sell
15,901
-283
-2% -$11.9K 0.07% 105
2025
Q2 		$658K Buy
16,184
+66
+0.4% +$2.41K 0.07% 98
2025
Q1 		$552K Sell
16,118
-797
-5% -$29.8K 0.07% 114
2024
Q4 		$629K Sell
16,915
-47
-0.3% -$1.73K 0.08% 97
2024
Q3 		$590K Sell
16,962
-245
-1% -$8.12K 0.07% 102
2024
Q2 		$567K Buy
17,207
+804
+5% +$25.5K 0.08% 105
2024
Q1 		$525K Sell
16,403
-1,426
-8% -$42.9K 0.08% 109
2023
Q4 		$503K Buy
+17,829
New +$461K 0.09% 119

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

Octavia Wealth Advisors's CGGR Position: Q2 2026 in Review

Octavia Wealth Advisors increased its Capital Group Growth ETF (CGGR) stake by 4% in Q2 2026, buying an estimated $25.8K and bringing the position to 14,885 shares worth $703K. The position accounts for 0.06% of the portfolio, ranked #96.

Octavia Wealth Advisors first reported a position in CGGR in Q4 2023 and has held it in 11 quarters since. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Octavia Wealth Advisors held 14,885 shares of Capital Group Growth ETF worth $703K as of Q2 2026.
  • Octavia Wealth Advisors bought 571 Capital Group Growth ETF shares in Q2 2026, an estimated $25.8K.
  • Capital Group Growth ETF made up 0.06% of Octavia Wealth Advisors's portfolio in Q2 2026, its #96 holding.
  • Octavia Wealth Advisors first reported a position in Capital Group Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.