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

SteelPeak 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	–	Sell	-5,500	Closed	-$221K	–	658
2026 Q1	$221K	Sell	5,500 -11,650	-68%	-$503K	0.01%	513
2025 Q4	$763K	Sell	17,150 -8,167	-32%	-$361K	0.02%	303
2025 Q3	$1.11M	Buy	25,317 +1,410	+6%	+$59.5K	0.04%	276
2025 Q2	$972K	Buy	23,907 +830	+4%	+$30.3K	0.04%	262
2025 Q1	$790K	Buy	23,077 +5,320	+30%	+$199K	0.03%	289
2024 Q4	$660K	Buy	17,757 +1,677	+10%	+$61.6K	0.03%	304
2024 Q3	$559K	Buy	16,080 +3,478	+28%	+$115K	0.02%	300
2024 Q2	$415K	Buy	+12,602	New	+$400K	0.02%	337

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

SteelPeak Wealth's CGGR Position: Q2 2026 in Review

SteelPeak Wealth sold out of Capital Group Growth ETF (CGGR) in Q2 2026, closing a stake of 5,500 shares — an estimated $221K sold.

SteelPeak Wealth first reported a position in CGGR in Q2 2024 and held it in 8 quarters. The position peaked at $1.11M in Q3 2025. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

SteelPeak Wealth reported no remaining Capital Group Growth ETF position as of Q2 2026 after selling out during the quarter.
SteelPeak Wealth sold 5,500 Capital Group Growth ETF shares in Q2 2026, an estimated $221K.
SteelPeak Wealth first reported a position in Capital Group Growth ETF in Q2 2024 and held it in 8 quarters.
SteelPeak Wealth's Capital Group Growth ETF position peaked at $1.11M in Q3 2025.
651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.