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

Souders 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 		$21.5M Buy
455,871
+71,741
+19% +$3.24M 2.16% 12
2026
Q1 		$15.4M Buy
384,130
+29,065
+8% +$1.25M 1.76% 15
2025
Q4 		$15.8M Buy
355,065
+6,663
+2% +$294K 1.81% 15
2025
Q3 		$15.3M Sell
348,402
-16,116
-4% -$680K 1.82% 15
2025
Q2 		$14.8M Buy
364,518
+33,244
+10% +$1.21M 1.89% 16
2025
Q1 		$11.3M Buy
331,274
+62,241
+23% +$2.33M 1.58% 17
2024
Q4 		$10M Buy
269,033
+48,633
+22% +$1.79M 1.4% 19
2024
Q3 		$7.67M Buy
220,400
+464
+0.2% +$15.4K 1.07% 23
2024
Q2 		$7.23M Buy
219,936
+6,460
+3% +$205K 1.09% 25
2024
Q1 		$6.83M Sell
213,476
-1,356
-0.6% -$40.8K 1.08% 25
2023
Q4 		$6.06M Buy
214,832
+7,188
+3% +$186K 1.04% 24
2023
Q3 		$5.09M Sell
207,644
-5,479
-3% -$139K 0.98% 27
2023
Q2 		$5.38M Sell
213,123
-58,254
-21% -$1.36M 1.03% 27
2023
Q1 		$6.1M Sell
271,377
-1,964
-0.7% -$42.6K 1.29% 20
2022
Q4 		$5.45M Buy
273,341
+3,951
+1% +$80.4K 1.25% 23
2022
Q3 		$5.26M Buy
+269,390
New +$5.76M 1.43% 17

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

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

Souders Financial Advisors increased its Capital Group Growth ETF (CGGR) stake by 19% in Q2 2026, buying an estimated $3.24M and bringing the position to 455,871 shares worth $21.5M. The position accounts for 2.16% of the portfolio, ranked #12.

Souders Financial Advisors first reported a position in CGGR in Q3 2022 and has held it in 16 quarters since. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Souders Financial Advisors held 455,871 shares of Capital Group Growth ETF worth $21.5M as of Q2 2026.
  • Souders Financial Advisors bought 71,741 Capital Group Growth ETF shares in Q2 2026, an estimated $3.24M.
  • Capital Group Growth ETF made up 2.16% of Souders Financial Advisors's portfolio in Q2 2026, its #12 holding.
  • Souders Financial Advisors first reported a position in Capital Group Growth ETF in Q3 2022 and has held it in 16 quarters since.
  • 652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.