SWM
CGGR icon

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

Silverlake Wealth 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 		$1.48M Buy
31,302
+3,782
+14% +$171K 0.28% 107
2026
Q1 		$1.11M Buy
27,520
+1,396
+5% +$60.3K 0.23% 132
2025
Q4 		$1.16M Buy
26,124
+356
+1% +$15.7K 0.26% 113
2025
Q3 		$1.13M Buy
25,768
+1,785
+7% +$75.4K 0.27% 111
2025
Q2 		$975K Buy
23,983
+1,514
+7% +$55.2K 0.28% 104
2025
Q1 		$770K Sell
22,469
-115
-0.5% -$4.3K 0.29% 94
2024
Q4 		$839K Sell
22,584
-3,483
-13% -$128K 0.32% 84
2024
Q3 		$907K Sell
26,067
-563
-2% -$18.7K 0.34% 79
2024
Q2 		$876K Buy
26,630
+699
+3% +$22.2K 0.36% 73
2024
Q1 		$830K Buy
25,931
+4,630
+22% +$139K 0.42% 60
2023
Q4 		$601K Sell
21,301
-256
-1% -$6.62K 0.33% 78
2023
Q3 		$528K Buy
21,557
+146
+0.7% +$3.71K 0.3% 86
2023
Q2 		$540K Buy
21,411
+1,705
+9% +$39.7K 0.3% 80
2023
Q1 		$443K Buy
19,706
+114
+0.6% +$2.48K 0.27% 96
2022
Q4 		$391K Buy
19,592
+773
+4% +$15.7K 0.24% 106
2022
Q3 		$367K Hold
18,819
– – 0.25% 104
2022
Q2 		$376K Buy
+18,819
New +$424K 0.25% 108

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

Silverlake Wealth Management's CGGR Position: Q2 2026 in Review

Silverlake Wealth Management increased its Capital Group Growth ETF (CGGR) stake by 14% in Q2 2026, buying an estimated $171K and bringing the position to 31,302 shares worth $1.48M. The position accounts for 0.28% of the portfolio, ranked #107.

Silverlake Wealth Management first reported a position in CGGR in Q2 2022 and has held it in 17 quarters since. 653 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Silverlake Wealth Management held 31,302 shares of Capital Group Growth ETF worth $1.48M as of Q2 2026.
  • Silverlake Wealth Management bought 3,782 Capital Group Growth ETF shares in Q2 2026, an estimated $171K.
  • Capital Group Growth ETF made up 0.28% of Silverlake Wealth Management's portfolio in Q2 2026, its #107 holding.
  • Silverlake Wealth Management first reported a position in Capital Group Growth ETF in Q2 2022 and has held it in 17 quarters since.
  • 653 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.