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

Spire 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	$4.22M	Buy	89,428 +2,295	+3%	+$104K	0.13%	154
2026 Q1	$3.5M	Buy	87,133 +8,233	+10%	+$355K	0.12%	164
2025 Q4	$3.51M	Buy	78,900 +10,306	+15%	+$455K	0.12%	160
2025 Q3	$3.01M	Sell	68,594 -545	-0.8%	-$23K	0.1%	170
2025 Q2	$2.81M	Buy	69,139 +1,135	+2%	+$41.4K	0.1%	170
2025 Q1	$2.33M	Buy	68,004 +551	+0.8%	+$20.6K	0.07%	246
2024 Q4	$2.51M	Buy	67,453 +23,947	+55%	+$880K	0.08%	217
2024 Q3	$1.51M	Buy	43,506 +3,671	+9%	+$122K	0.05%	288
2024 Q2	$1.31M	Buy	39,835 +565	+1%	+$17.9K	0.05%	292
2024 Q1	$1.26M	Buy	39,270 +2,497	+7%	+$75.1K	0.02%	328
2023 Q4	$1.05M	Buy	36,773 +9,871	+37%	+$255K	0.03%	348
2023 Q3	$659K	Buy	26,902 +4,267	+19%	+$108K	0.03%	420
2023 Q2	$571K	Buy	22,635 +154	+0.7%	+$3.59K	0.02%	463
2023 Q1	$505K	Buy	+22,481	New	+$488K	0.02%	485

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 22.96% 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

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

Spire Wealth Management increased its Capital Group Growth ETF (CGGR) stake by 2.6% in Q2 2026, buying an estimated $104K and bringing the position to 89,428 shares worth $4.22M. The position accounts for 0.13% of the portfolio, ranked #154.

Spire Wealth Management first reported a position in CGGR in Q1 2023 and has held it in 14 quarters since. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Spire Wealth Management held 89,428 shares of Capital Group Growth ETF worth $4.22M as of Q2 2026.
Spire Wealth Management bought 2,295 Capital Group Growth ETF shares in Q2 2026, an estimated $104K.
Capital Group Growth ETF made up 0.13% of Spire Wealth Management's portfolio in Q2 2026, its #154 holding.
Spire Wealth Management first reported a position in Capital Group Growth ETF in Q1 2023 and has held it in 14 quarters since.
651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.