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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

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $225M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 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. 158 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.
  • 158 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.