Sard Wealth Management Group’s Capital Group Growth ETF CGGR Stock Holding History

Sard Wealth Management Group’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	$616K	Buy	13,059 +447	+4%	+$20.2K	0.29%	33
2026 Q1	$507K	Hold	12,612	–	–	0.28%	34
2025 Q4	$561K	Buy	12,612 +12	+0.1%	+$530	0.31%	31
2025 Q3	$553K	Hold	12,600	–	–	0.32%	30
2025 Q2	$512K	Sell	12,600 -29	-0.2%	-$1.06K	0.32%	29
2025 Q1	$433K	Hold	12,629	–	–	0.29%	27
2024 Q4	$469K	Buy	12,629 +21	+0.2%	+$771	0.32%	26
2024 Q3	$439K	Buy	12,608 +22	+0.2%	+$729	0.29%	27
2024 Q2	$414K	Hold	12,586	–	–	0.29%	27
2024 Q1	$403K	Sell	12,586 -1,048	-8%	-$31.5K	0.36%	27
2023 Q4	$385K	Buy	+13,634	New	+$353K	0.39%	27

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

Sard Wealth Management Group's CGGR Position: Q2 2026 in Review

Sard Wealth Management Group increased its Capital Group Growth ETF (CGGR) stake by 3.5% in Q2 2026, buying an estimated $20.2K and bringing the position to 13,059 shares worth $616K. The position accounts for 0.29% of the portfolio, ranked #33.

Sard Wealth Management Group first reported a position in CGGR in Q4 2023 and has held it in 11 quarters since. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Sard Wealth Management Group held 13,059 shares of Capital Group Growth ETF worth $616K as of Q2 2026.
Sard Wealth Management Group bought 447 Capital Group Growth ETF shares in Q2 2026, an estimated $20.2K.
Capital Group Growth ETF made up 0.29% of Sard Wealth Management Group's portfolio in Q2 2026, its #33 holding.
Sard Wealth Management Group first reported a position in Capital Group Growth ETF in Q4 2023 and has held it in 11 quarters since.
651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Sard Wealth Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.