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Regal Investment Advisors’s Capital Group Growth ETF CGGR Stock Holding History

Regal Investment 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 		$1.16M Buy
24,493
+5,125
+26% +$232K 0.06% 289
2026
Q1 		$778K Buy
19,368
+5,489
+40% +$237K 0.04% 342
2025
Q4 		$617K Buy
13,879
+3,645
+36% +$161K 0.04% 370
2025
Q3 		$449K Hold
10,234
– – 0.03% 398
2025
Q2 		$416K Buy
10,234
+2,787
+37% +$102K 0.03% 365
2025
Q1 		$255K Buy
+7,447
New +$279K 0.02% 434

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

Regal Investment Advisors's CGGR Position: Q2 2026 in Review

Regal Investment Advisors increased its Capital Group Growth ETF (CGGR) stake by 26% in Q2 2026, buying an estimated $232K and bringing the position to 24,493 shares worth $1.16M. The position accounts for 0.06% of the portfolio, ranked #289.

Regal Investment Advisors first reported a position in CGGR in Q1 2025 and has held it in 6 quarters since. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Regal Investment Advisors held 24,493 shares of Capital Group Growth ETF worth $1.16M as of Q2 2026.
  • Regal Investment Advisors bought 5,125 Capital Group Growth ETF shares in Q2 2026, an estimated $232K.
  • Capital Group Growth ETF made up 0.06% of Regal Investment Advisors's portfolio in Q2 2026, its #289 holding.
  • Regal Investment Advisors first reported a position in Capital Group Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • 651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.