Semus Wealth Partners’s Capital Group Growth ETF CGGR Stock Holding History

Semus Wealth Partners’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	$399K	Buy	8,457 +69	+0.8%	+$3.12K	0.19%	78
2026 Q1	$337K	Hold	8,388	–	–	0.19%	79
2025 Q4	$373K	Buy	+8,388	New	+$370K	0.2%	74
2024 Q1	–	Sell	-35,707	Closed	-$1.01M	–	130
2023 Q4	$1.01M	Buy	35,707 +6,430	+22%	+$166K	0.83%	25
2023 Q3	$717K	Buy	+29,277	New	+$743K	0.67%	34

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

Semus Wealth Partners's CGGR Position: Q2 2026 in Review

Semus Wealth Partners increased its Capital Group Growth ETF (CGGR) stake by 0.82% in Q2 2026, buying an estimated $3.12K and bringing the position to 8,457 shares worth $399K. The position accounts for 0.19% of the portfolio, ranked #78.

Semus Wealth Partners first reported a position in CGGR in Q3 2023 and has held it in 5 quarters since. The position peaked at $1.01M in Q4 2023. 653 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Semus Wealth Partners held 8,457 shares of Capital Group Growth ETF worth $399K as of Q2 2026.
Semus Wealth Partners bought 69 Capital Group Growth ETF shares in Q2 2026, an estimated $3.12K.
Capital Group Growth ETF made up 0.19% of Semus Wealth Partners's portfolio in Q2 2026, its #78 holding.
Semus Wealth Partners first reported a position in Capital Group Growth ETF in Q3 2023 and has held it in 5 quarters since.
Semus Wealth Partners's Capital Group Growth ETF position peaked at $1.01M in Q4 2023.
653 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Semus Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.