Processus Wealth & Capital Management
CGGR icon

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
Q3 		$790K Buy
16,662
+782
+5% +$36.4K 0.46% 32
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital Group Private Client Services
Capital Group Private Client Services Los Angeles, California $7.08B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Processus Wealth & Capital Management's CGGR Position: Q3 2026 in Review

Processus Wealth & Capital Management increased its Capital Group Growth ETF (CGGR) stake by 4.9% in Q3 2026, buying an estimated $36.4K and bringing the position to 16,662 shares worth $790K. The position accounts for 0.46% of the portfolio, ranked #32.

Processus Wealth & Capital Management first reported a position in CGGR in Q3 2025 and has held it in 5 quarters since. 581 funds tracked by Wall St. Rank hold CGGR as of Q3 2026.

  • Processus Wealth & Capital Management held 16,662 shares of Capital Group Growth ETF worth $790K as of Q3 2026.
  • Processus Wealth & Capital Management bought 782 Capital Group Growth ETF shares in Q3 2026, an estimated $36.4K.
  • Capital Group Growth ETF made up 0.46% of Processus Wealth & Capital Management's portfolio in Q3 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 5 quarters since.
  • 581 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2026.

Based on Processus Wealth & Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.