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Processus Wealth & Capital Management’s Capital Group Growth ETF CGGR Stock Holding History

Processus Wealth & Capital Management’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 		$750K Buy
15,880
+543
+4% +$24.5K 0.44% 32
2026
Q1 		$616K Buy
15,337
+1,477
+11% +$63.8K 0.42% 34
2025
Q4 		$616K Buy
13,860
+2,101
+18% +$92.8K 0.41% 33
2025
Q3 		$516K Buy
+11,759
New +$496K 0.37% 33

Other funds holding CGGR

BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
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
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
SIAS
Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 1-Year Est. Return

Processus Wealth & Capital Management's CGGR Position: Q2 2026 in Review

Processus Wealth & Capital Management increased its Capital Group Growth ETF (CGGR) stake by 3.5% in Q2 2026, buying an estimated $24.5K and bringing the position to 15,880 shares worth $750K. The position accounts for 0.44% of the portfolio, ranked #32.

Processus Wealth & Capital Management first reported a position in CGGR in Q3 2025 and has held it in 4 quarters since. 229 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Processus Wealth & Capital Management held 15,880 shares of Capital Group Growth ETF worth $750K as of Q2 2026.
  • Processus Wealth & Capital Management bought 543 Capital Group Growth ETF shares in Q2 2026, an estimated $24.5K.
  • Capital Group Growth ETF made up 0.44% of Processus Wealth & Capital Management's portfolio in Q2 2026, its #32 holding.
  • Processus Wealth & Capital Management first reported a position in Capital Group Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 229 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Processus Wealth & Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.