RPg Family Wealth Advisory’s Capital Group Growth ETF CGGR Stock Holding History

RPg Family Wealth Advisory’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	$5.41M	Buy	114,700 +303	+0.3%	+$13.7K	0.9%	38
2026 Q1	$4.6M	Sell	114,397 -5,492	-5%	-$237K	0.96%	35
2025 Q4	$5.33M	Sell	119,889 -1,712	-1%	-$75.6K	1.17%	33
2025 Q3	$5.34M	Buy	121,601 +1,053	+0.9%	+$44.5K	1.17%	34
2025 Q2	$4.9M	Sell	120,548 -1,498	-1%	-$54.7K	1.3%	33
2025 Q1	$4.18M	Buy	+122,046	New	+$4.57M	1.19%	31

Other funds holding CGGR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

RPg Family Wealth Advisory's CGGR Position: Q2 2026 in Review

RPg Family Wealth Advisory increased its Capital Group Growth ETF (CGGR) stake by 0.26% in Q2 2026, buying an estimated $13.7K and bringing the position to 114,700 shares worth $5.41M. The position accounts for 0.9% of the portfolio, ranked #38.

RPg Family Wealth Advisory first reported a position in CGGR in Q1 2025 and has held it in 6 quarters since. 650 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

RPg Family Wealth Advisory held 114,700 shares of Capital Group Growth ETF worth $5.41M as of Q2 2026.
RPg Family Wealth Advisory bought 303 Capital Group Growth ETF shares in Q2 2026, an estimated $13.7K.
Capital Group Growth ETF made up 0.9% of RPg Family Wealth Advisory's portfolio in Q2 2026, its #38 holding.
RPg Family Wealth Advisory first reported a position in Capital Group Growth ETF in Q1 2025 and has held it in 6 quarters since.
650 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.