TrueNorth Wealth & Impact, LLC’s Capital Group Growth ETF CGGR Stock Holding History

TrueNorth Wealth & Impact, LLC’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	$12.1M	Buy	+255,231	New	+$11.9M	4.61%	2

Other funds holding CGGR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Capital Group Private Client Services Los Angeles, California $7.08B AUM 18.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

TrueNorth Wealth & Impact, LLC's CGGR Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in Capital Group Growth ETF (CGGR) in Q3 2026: 255,231 shares worth $12.1M. The stake represents 4.61% of the portfolio and ranks #2 among its holdings.

595 funds tracked by Wall St. Rank hold CGGR as of Q3 2026.

TrueNorth Wealth & Impact, LLC held 255,231 shares of Capital Group Growth ETF worth $12.1M as of Q3 2026.
Capital Group Growth ETF was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
Capital Group Growth ETF made up 4.61% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #2 holding.
595 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.