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 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

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

WSA

Wealth Science Advisors Alpharetta, Georgia $225M AUM

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

Olistico Wealth's CGGR Position: Q2 2026 in Review

Olistico Wealth increased its Capital Group Growth ETF (CGGR) stake by 1.7% in Q2 2026, buying an estimated $125K and bringing the position to 164,137 shares worth $7.75M. 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 13 quarters since. 123 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Olistico Wealth held 164,137 shares of Capital Group Growth ETF worth $7.75M as of Q2 2026.
Olistico Wealth bought 2,757 Capital Group Growth ETF shares in Q2 2026, an estimated $125K.
Capital Group Growth ETF made up 3.31% of Olistico Wealth's portfolio in Q2 2026, its #8 holding.
Olistico Wealth first reported a position in Capital Group Growth ETF in Q2 2023 and has held it in 13 quarters since.
123 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.