Oxinas Partners Wealth Management’s Capital Group Growth ETF CGGR Stock Holding History

Oxinas Partners Wealth Management’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	$4.2M	Buy	88,969 +1,176	+1%	+$53.2K	1.66%	18
2026 Q1	$3.53M	Buy	87,793 +5,459	+7%	+$236K	1.61%	18
2025 Q4	$3.66M	Buy	82,334 +72,778	+762%	+$3.21M	1.76%	16
2025 Q3	$420K	Sell	9,556 -6,676	-41%	-$282K	0.22%	79
2025 Q2	$660K	Buy	16,232 +231	+1%	+$8.43K	0.34%	65
2025 Q1	$548K	Buy	16,001 +671	+4%	+$25.1K	0.32%	69
2024 Q4	$570K	Buy	+15,330	New	+$563K	0.33%	67

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

Oxinas Partners Wealth Management's CGGR Position: Q2 2026 in Review

Oxinas Partners Wealth Management increased its Capital Group Growth ETF (CGGR) stake by 1.3% in Q2 2026, buying an estimated $53.2K and bringing the position to 88,969 shares worth $4.2M. The position accounts for 1.66% of the portfolio, ranked #18.

Oxinas Partners Wealth Management first reported a position in CGGR in Q4 2024 and has held it in 7 quarters since. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Oxinas Partners Wealth Management held 88,969 shares of Capital Group Growth ETF worth $4.2M as of Q2 2026.
Oxinas Partners Wealth Management bought 1,176 Capital Group Growth ETF shares in Q2 2026, an estimated $53.2K.
Capital Group Growth ETF made up 1.66% of Oxinas Partners Wealth Management's portfolio in Q2 2026, its #18 holding.
Oxinas Partners Wealth Management first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 7 quarters since.
651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Oxinas Partners Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.