OneDigital Investment Advisors’s Capital Group Growth ETF CGGR Stock Holding History

OneDigital Investment 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	$7.63M	Sell	161,724 -6,131	-4%	-$277K	0.06%	236
2026 Q1	$6.75M	Buy	167,855 +111,421	+197%	+$4.81M	0.07%	226
2025 Q4	$2.51M	Buy	56,434 +16,520	+41%	+$729K	0.02%	415
2025 Q3	$1.75M	Buy	39,914 +7,168	+22%	+$303K	0.02%	477
2025 Q2	$1.33M	Sell	32,746 -12,598	-28%	-$460K	0.01%	551
2025 Q1	$1.55M	Buy	45,344 +314	+0.7%	+$11.7K	0.02%	469
2024 Q4	$1.67M	Buy	45,030 +607	+1%	+$22.3K	0.02%	465
2024 Q3	$1.55M	Buy	44,423 +929	+2%	+$30.8K	0.02%	517
2024 Q2	$1.43M	Buy	+43,494	New	+$1.38M	0.02%	506

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

OneDigital Investment Advisors's CGGR Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its Capital Group Growth ETF (CGGR) stake by 3.7% in Q2 2026, selling an estimated $277K and leaving 161,724 shares worth $7.63M. The position accounts for 0.06% of the portfolio, ranked #236.

OneDigital Investment Advisors first reported a position in CGGR in Q2 2024 and has held it in 9 quarters since. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

OneDigital Investment Advisors held 161,724 shares of Capital Group Growth ETF worth $7.63M as of Q2 2026.
OneDigital Investment Advisors sold 6,131 Capital Group Growth ETF shares in Q2 2026, an estimated $277K.
Capital Group Growth ETF made up 0.06% of OneDigital Investment Advisors's portfolio in Q2 2026, its #236 holding.
OneDigital Investment Advisors first reported a position in Capital Group Growth ETF in Q2 2024 and has held it in 9 quarters since.
651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.