Saxony Capital Management’s Capital Group Growth ETF CGGR Stock Holding History

Saxony Capital Management’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	$2.62M	Buy	55,568 +10,065	+22%	+$455K	1.2%	24
2026 Q1	$1.83M	Buy	45,503 +4,386	+11%	+$189K	1.06%	26
2025 Q4	$1.83M	Buy	41,117 +19,278	+88%	+$851K	1.12%	27
2025 Q3	$959K	Buy	21,839 +3,623	+20%	+$153K	0.63%	39
2025 Q2	$740K	Buy	18,216 +554	+3%	+$20.2K	0.57%	46
2025 Q1	$605K	Buy	17,662 +1,722	+11%	+$64.4K	0.53%	45
2024 Q4	$592K	Buy	15,940 +157	+1%	+$5.77K	0.52%	50
2024 Q3	$549K	Buy	15,783 +1,762	+13%	+$58.4K	0.5%	53
2024 Q2	$461K	Buy	14,021 +3,163	+29%	+$100K	0.51%	53
2024 Q1	$347K	Buy	10,858 +134	+1%	+$4.03K	0.42%	62
2023 Q4	$303K	Buy	+10,724	New	+$277K	0.4%	68

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 22.9% 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

Saxony Capital Management's CGGR Position: Q2 2026 in Review

Saxony Capital Management increased its Capital Group Growth ETF (CGGR) stake by 22% in Q2 2026, buying an estimated $455K and bringing the position to 55,568 shares worth $2.62M. The position accounts for 1.2% of the portfolio, ranked #24.

Saxony Capital Management first reported a position in CGGR in Q4 2023 and has held it in 11 quarters since. 653 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Saxony Capital Management held 55,568 shares of Capital Group Growth ETF worth $2.62M as of Q2 2026.
Saxony Capital Management bought 10,065 Capital Group Growth ETF shares in Q2 2026, an estimated $455K.
Capital Group Growth ETF made up 1.2% of Saxony Capital Management's portfolio in Q2 2026, its #24 holding.
Saxony Capital Management first reported a position in Capital Group Growth ETF in Q4 2023 and has held it in 11 quarters since.
653 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.