Peak Planning Group’s Capital Group Growth ETF CGGR Stock Holding History

Peak Planning Group’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	$1.4M	Sell	29,761 -200	-0.7%	-$9.04K	0.32%	45
2026 Q1	$1.2M	Sell	29,961 -77	-0.3%	-$3.33K	0.33%	42
2025 Q4	$1.34M	Sell	30,038 -1,278	-4%	-$56.4K	0.37%	38
2025 Q3	$1.38M	Sell	31,316 -236	-0.7%	-$9.96K	0.72%	24
2025 Q2	$1.28M	Sell	31,552 -937	-3%	-$34.2K	0.82%	23
2025 Q1	$1.11M	Sell	32,489 -416	-1%	-$15.6K	0.47%	36
2024 Q4	$1.22M	Sell	32,905 -2,077	-6%	-$76.3K	0.51%	37
2024 Q3	$1.22M	Sell	34,982 -3,694	-10%	-$122K	0.53%	36
2024 Q2	$1.27M	Buy	+38,676	New	+$1.23M	0.63%	30

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

Peak Planning Group's CGGR Position: Q2 2026 in Review

Peak Planning Group reduced its Capital Group Growth ETF (CGGR) stake by 0.67% in Q2 2026, selling an estimated $9.04K and leaving 29,761 shares worth $1.4M. The position accounts for 0.32% of the portfolio, ranked #45.

Peak Planning Group first reported a position in CGGR in Q2 2024 and has held it in 9 quarters since. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Peak Planning Group held 29,761 shares of Capital Group Growth ETF worth $1.4M as of Q2 2026.
Peak Planning Group sold 200 Capital Group Growth ETF shares in Q2 2026, an estimated $9.04K.
Capital Group Growth ETF made up 0.32% of Peak Planning Group's portfolio in Q2 2026, its #45 holding.
Peak Planning Group first reported a position in Capital Group Growth ETF in Q2 2024 and has held it in 9 quarters since.
652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.