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Sequoia Financial Advisors’s Capital Group Growth ETF CGGR Stock Holding History

Sequoia Financial Advisors’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 		$210K Sell
4,447
-2,330
-34% -$105K ﹤0.01% 1950
2026
Q1 		$272K Hold
6,777
– – ﹤0.01% 1620
2025
Q4 		$301K Buy
6,777
+454
+7% +$20K ﹤0.01% 1557
2025
Q3 		$278K Buy
+6,323
New +$267K ﹤0.01% 1431

Other funds holding CGGR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Sequoia Financial Advisors's CGGR Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Capital Group Growth ETF (CGGR) stake by 34% in Q2 2026, selling an estimated $105K and leaving 4,447 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #1950.

Sequoia Financial Advisors first reported a position in CGGR in Q3 2025 and has held it in 4 quarters since. The position peaked at $301K in Q4 2025. 650 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Sequoia Financial Advisors held 4,447 shares of Capital Group Growth ETF worth $210K as of Q2 2026.
  • Sequoia Financial Advisors sold 2,330 Capital Group Growth ETF shares in Q2 2026, an estimated $105K.
  • Capital Group Growth ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1950 holding.
  • Sequoia Financial Advisors first reported a position in Capital Group Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • Sequoia Financial Advisors's Capital Group Growth ETF position peaked at $301K in Q4 2025.
  • 650 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.