Parsonex Advisory Services’s Capital Group Growth ETF CGGR Stock Holding History

Parsonex Advisory Services’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	$5.52M	Buy	116,863 +7,342	+7%	+$332K	4.8%	4
2026 Q1	$4.4M	Sell	109,521 -1,757	-2%	-$75.9K	4.3%	7
2025 Q4	$4.95M	Buy	111,278 +17,244	+18%	+$761K	3.15%	8
2025 Q3	$4.13M	Buy	94,034 +2,550	+3%	+$108K	2.81%	10
2025 Q2	$3.72M	Buy	+91,484	New	+$3.34M	3.1%	7

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

Parsonex Advisory Services's CGGR Position: Q2 2026 in Review

Parsonex Advisory Services increased its Capital Group Growth ETF (CGGR) stake by 6.7% in Q2 2026, buying an estimated $332K and bringing the position to 116,863 shares worth $5.52M. The position accounts for 4.8% of the portfolio, ranked #4.

Parsonex Advisory Services first reported a position in CGGR in Q2 2025 and has held it in 5 quarters since. 650 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Parsonex Advisory Services held 116,863 shares of Capital Group Growth ETF worth $5.52M as of Q2 2026.
Parsonex Advisory Services bought 7,342 Capital Group Growth ETF shares in Q2 2026, an estimated $332K.
Capital Group Growth ETF made up 4.8% of Parsonex Advisory Services's portfolio in Q2 2026, its #4 holding.
Parsonex Advisory Services first reported a position in Capital Group Growth ETF in Q2 2025 and has held it in 5 quarters since.
650 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Parsonex Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.