Olistico Wealth
CGGR icon

Olistico Wealth’s Capital Group Growth ETF CGGR Stock Holding History

Olistico Wealth’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
Q3 		$7.92M Buy
167,041
+2,904
+2% +$135K 3.31% 8
2026
Q2 		$7.75M Buy
164,137
+2,757
+2% +$125K 3.31% 8
2026
Q1 		$6.49M Buy
161,380
+18,222
+13% +$787K 3.2% 8
2025
Q4 		$6.37M Buy
143,158
+9,699
+7% +$428K 3.11% 8
2025
Q3 		$5.86M Buy
133,459
+2,240
+2% +$94.6K 3.1% 9
2025
Q2 		$5.33M Buy
131,219
+16,725
+15% +$610K 2.96% 9
2025
Q1 		$3.92M Buy
114,494
+8,521
+8% +$319K 2.42% 9
2024
Q4 		$3.94M Buy
105,973
+8,481
+9% +$312K 2.29% 10
2024
Q3 		$3.39M Buy
97,492
+25,639
+36% +$850K 2.07% 10
2024
Q2 		$2.36M Buy
71,853
+7,753
+12% +$246K 1.51% 13
2024
Q1 		$2.05M Buy
64,100
+14,151
+28% +$425K 1.48% 17
2023
Q4 		$1.41M Buy
49,949
+9,802
+24% +$253K 1.1% 21
2023
Q3 		$984K Buy
40,147
+4,482
+13% +$114K 0.88% 31
2023
Q2 		$900K Buy
+35,665
New +$831K 0.77% 36

Other funds holding CGGR

Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
JSF Financial
JSF Financial Los Angeles, California $655M AUM 20.11% 1-Year Est. Return
Johnson Bixby & Associates
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Ergawealth Advisors
Ergawealth Advisors Oak Brook, Illinois $253M AUM 8.74% 1-Year Est. Return

Olistico Wealth's CGGR Position: Q3 2026 in Review

Olistico Wealth increased its Capital Group Growth ETF (CGGR) stake by 1.8% in Q3 2026, buying an estimated $135K and bringing the position to 167,041 shares worth $7.92M. The position accounts for 3.31% of the portfolio, ranked #8.

Olistico Wealth first reported a position in CGGR in Q2 2023 and has held it in 14 quarters since. 223 funds tracked by Wall St. Rank hold CGGR as of Q3 2026.

  • Olistico Wealth held 167,041 shares of Capital Group Growth ETF worth $7.92M as of Q3 2026.
  • Olistico Wealth bought 2,904 Capital Group Growth ETF shares in Q3 2026, an estimated $135K.
  • Capital Group Growth ETF made up 3.31% of Olistico Wealth's portfolio in Q3 2026, its #8 holding.
  • Olistico Wealth first reported a position in Capital Group Growth ETF in Q2 2023 and has held it in 14 quarters since.
  • 223 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.