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Simplicity Wealth’s Capital Group Growth ETF CGGR Stock Holding History

Simplicity Wealth’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 		$360K Sell
7,632
-193
-2% -$8.72K 0.01% 766
2026
Q1 		$314K Buy
+7,825
New +$338K 0.02% 568
2024
Q3 		– Sell
-104,962
Closed -$3.45M – 606
2024
Q2 		$3.45M Sell
104,962
-138
-0.1% -$4.38K 0.08% 249
2024
Q1 		$3.36M Buy
+105,100
New +$3.16M 0.08% 249

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

Simplicity Wealth's CGGR Position: Q2 2026 in Review

Simplicity Wealth reduced its Capital Group Growth ETF (CGGR) stake by 2.5% in Q2 2026, selling an estimated $8.72K and leaving 7,632 shares worth $360K. The position accounts for 0.01% of the portfolio, ranked #766.

Simplicity Wealth first reported a position in CGGR in Q1 2024 and has held it in 4 quarters since. The position peaked at $3.45M in Q2 2024. 650 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Simplicity Wealth held 7,632 shares of Capital Group Growth ETF worth $360K as of Q2 2026.
  • Simplicity Wealth sold 193 Capital Group Growth ETF shares in Q2 2026, an estimated $8.72K.
  • Capital Group Growth ETF made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #766 holding.
  • Simplicity Wealth first reported a position in Capital Group Growth ETF in Q1 2024 and has held it in 4 quarters since.
  • Simplicity Wealth's Capital Group Growth ETF position peaked at $3.45M in Q2 2024.
  • 650 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

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