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

ORBA 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	$644K	Sell	13,653 -1,577	-10%	-$71.3K	0.55%	44
2026 Q1	$612K	Hold	15,230	–	–	0.73%	40
2025 Q4	$677K	Hold	15,230	–	–	0.59%	43
2025 Q3	$669K	Hold	15,230	–	–	0.55%	42
2025 Q2	$619K	Hold	15,230	–	–	0.56%	42
2025 Q1	$522K	Hold	15,230	–	–	0.26%	64
2024 Q4	$566K	Hold	15,230	–	–	0.3%	58
2024 Q3	$530K	Hold	15,230	–	–	0.27%	62
2024 Q2	$501K	Buy	15,230 +1,577	+12%	+$50K	0.26%	62
2024 Q1	$437K	Buy	13,653 +182	+1%	+$5.47K	0.24%	65
2023 Q4	$380K	Buy	+13,471	New	+$348K	0.23%	65

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

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

ORBA Wealth Advisors reduced its Capital Group Growth ETF (CGGR) stake by 10% in Q2 2026, selling an estimated $71.3K and leaving 13,653 shares worth $644K. The position accounts for 0.55% of the portfolio, ranked #44.

ORBA Wealth Advisors first reported a position in CGGR in Q4 2023 and has held it in 11 quarters since. The position peaked at $677K in Q4 2025. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

ORBA Wealth Advisors held 13,653 shares of Capital Group Growth ETF worth $644K as of Q2 2026.
ORBA Wealth Advisors sold 1,577 Capital Group Growth ETF shares in Q2 2026, an estimated $71.3K.
Capital Group Growth ETF made up 0.55% of ORBA Wealth Advisors's portfolio in Q2 2026, its #44 holding.
ORBA Wealth Advisors first reported a position in Capital Group Growth ETF in Q4 2023 and has held it in 11 quarters since.
ORBA Wealth Advisors's Capital Group Growth ETF position peaked at $677K in Q4 2025.
652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on ORBA Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.