Private Client Services’s Capital Group Growth ETF CGGR Stock Holding History

Private Client 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	$1.3M	Buy	+27,485	New	+$1.24M	0.34%	62
2025 Q2	–	Sell	-8,988	Closed	-$308K	–	205
2025 Q1	$308K	Hold	8,988	–	–	0.15%	128
2024 Q4	$334K	Buy	8,988 +165	+2%	+$6.06K	0.18%	113
2024 Q3	$307K	Buy	8,823 +183	+2%	+$6.07K	0.17%	118
2024 Q2	$284K	Buy	8,640 +300	+4%	+$9.52K	0.18%	103
2024 Q1	$267K	Buy	8,340 +1,010	+14%	+$30.4K	0.18%	104
2023 Q4	$207K	Buy	+7,330	New	+$190K	0.17%	129

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

Private Client Services's CGGR Position: Q2 2026 in Review

Private Client Services opened a new position in Capital Group Growth ETF (CGGR) in Q2 2026: 27,485 shares worth $1.3M. The stake represents 0.34% of the portfolio and ranks #62 among its holdings. This is a return to the name: Private Client Services previously reported a position in CGGR as recently as Q1 2025.

Private Client Services first reported a position in CGGR in Q4 2023 and has held it in 7 quarters since. 653 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Private Client Services held 27,485 shares of Capital Group Growth ETF worth $1.3M as of Q2 2026.
Capital Group Growth ETF was a new Private Client Services position in Q2 2026.
Capital Group Growth ETF made up 0.34% of Private Client Services's portfolio in Q2 2026, its #62 holding.
Private Client Services first reported a position in Capital Group Growth ETF in Q4 2023 and has held it in 7 quarters since.
653 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.