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

PCG 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	$627K	Sell	13,289 -1,424	-10%	-$64.4K	0.14%	109
2026 Q1	$591K	Sell	14,713 -38,084	-72%	-$1.64M	0.15%	105
2025 Q4	$2.35M	Buy	52,797 +6,392	+14%	+$282K	0.66%	51
2025 Q3	$2.04M	Buy	+46,405	New	+$1.96M	0.59%	55
2025 Q2	–	Sell	-7,351	Closed	-$252K	–	106
2025 Q1	$252K	Buy	+7,351	New	+$275K	0.09%	115

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

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

PCG Wealth Advisors reduced its Capital Group Growth ETF (CGGR) stake by 9.7% in Q2 2026, selling an estimated $64.4K and leaving 13,289 shares worth $627K. The position accounts for 0.14% of the portfolio, ranked #109.

PCG Wealth Advisors first reported a position in CGGR in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.35M in Q4 2025. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

PCG Wealth Advisors held 13,289 shares of Capital Group Growth ETF worth $627K as of Q2 2026.
PCG Wealth Advisors sold 1,424 Capital Group Growth ETF shares in Q2 2026, an estimated $64.4K.
Capital Group Growth ETF made up 0.14% of PCG Wealth Advisors's portfolio in Q2 2026, its #109 holding.
PCG Wealth Advisors first reported a position in Capital Group Growth ETF in Q1 2025 and has held it in 5 quarters since.
PCG Wealth Advisors's Capital Group Growth ETF position peaked at $2.35M in Q4 2025.
651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.