Ridgeline Wealth Planning’s Capital Group Growth ETF CGGR Stock Holding History

Ridgeline Wealth Planning’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	$8.58M	Buy	181,692 +27,471	+18%	+$1.24M	5.44%	6
2026 Q1	$6.2M	Buy	154,221 +1,455	+1%	+$62.8K	4.53%	6
2025 Q4	$6.79M	Buy	152,766 +33,890	+29%	+$1.5M	4.85%	6
2025 Q3	$5.22M	Buy	118,876 +2,885	+2%	+$122K	3.92%	7
2025 Q2	$4.72M	Buy	115,991 +11,236	+11%	+$410K	3.88%	7
2025 Q1	$3.59M	Buy	104,755 +1,531	+1%	+$57.3K	3.53%	8
2024 Q4	$3.84M	Buy	+103,224	New	+$3.79M	3.67%	8

Other funds holding CGGR

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

NECFA

New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ridgeline Wealth Planning's CGGR Position: Q2 2026 in Review

Ridgeline Wealth Planning increased its Capital Group Growth ETF (CGGR) stake by 18% in Q2 2026, buying an estimated $1.24M and bringing the position to 181,692 shares worth $8.58M. The position accounts for 5.44% of the portfolio, ranked #6.

Ridgeline Wealth Planning first reported a position in CGGR in Q4 2024 and has held it in 7 quarters since. 346 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Ridgeline Wealth Planning held 181,692 shares of Capital Group Growth ETF worth $8.58M as of Q2 2026.
Ridgeline Wealth Planning bought 27,471 Capital Group Growth ETF shares in Q2 2026, an estimated $1.24M.
Capital Group Growth ETF made up 5.44% of Ridgeline Wealth Planning's portfolio in Q2 2026, its #6 holding.
Ridgeline Wealth Planning first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 7 quarters since.
346 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

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