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Provenance Wealth Advisors’s Capital Group Growth ETF CGGR Stock Holding History

Provenance Wealth Advisors’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 		$64.5K Hold
1,366
– – 0.01% 211
2026
Q1 		$54.9K Hold
1,366
– – 0.01% 198
2025
Q4 		$60.7K Hold
1,366
– – 0.01% 191
2025
Q3 		$60K Buy
+1,366
New +$57.7K 0.01% 202

Other funds holding CGGR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Provenance Wealth Advisors's CGGR Position: Q2 2026 in Review

Provenance Wealth Advisors held its Capital Group Growth ETF (CGGR) position steady in Q2 2026 at 1,366 shares worth $64.5K. The position accounts for 0.01% of the portfolio, ranked #211.

Provenance Wealth Advisors first reported a position in CGGR in Q3 2025 and has held it in 4 quarters since. 650 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Provenance Wealth Advisors held 1,366 shares of Capital Group Growth ETF worth $64.5K as of Q2 2026.
  • Provenance Wealth Advisors left its Capital Group Growth ETF share count unchanged in Q2 2026.
  • Capital Group Growth ETF made up 0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #211 holding.
  • Provenance Wealth Advisors first reported a position in Capital Group Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 650 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.