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Planned Solutions’s Capital Group Growth ETF CGGR Stock Holding History

Planned Solutions’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 		$235K Sell
4,971
-885
-15% -$40K 0.07% 137
2026
Q1 		$235K Buy
5,856
+86
+1% +$3.71K 0.08% 126
2025
Q4 		$257K Buy
+5,770
New +$255K 0.08% 115
2024
Q4 		– Sell
-40
Closed -$1.39K – 196
2024
Q3 		$1.39K Buy
+40
New +$1.33K ﹤0.01% 572

Other funds holding CGGR

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $225M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

Planned Solutions's CGGR Position: Q2 2026 in Review

Planned Solutions reduced its Capital Group Growth ETF (CGGR) stake by 15% in Q2 2026, selling an estimated $40K and leaving 4,971 shares worth $235K. The position accounts for 0.07% of the portfolio, ranked #137.

Planned Solutions first reported a position in CGGR in Q3 2024 and has held it in 4 quarters since. The position peaked at $257K in Q4 2025. 123 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Planned Solutions held 4,971 shares of Capital Group Growth ETF worth $235K as of Q2 2026.
  • Planned Solutions sold 885 Capital Group Growth ETF shares in Q2 2026, an estimated $40K.
  • Capital Group Growth ETF made up 0.07% of Planned Solutions's portfolio in Q2 2026, its #137 holding.
  • Planned Solutions first reported a position in Capital Group Growth ETF in Q3 2024 and has held it in 4 quarters since.
  • Planned Solutions's Capital Group Growth ETF position peaked at $257K in Q4 2025.
  • 123 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.