SGI
CGGR icon

Summit Global Investments’s Capital Group Growth ETF CGGR Stock Holding History

Summit Global Investments’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 		$1.64M Buy
34,638
+2,303
+7% +$104K 0.09% 116
2026
Q1 		$1.3M Buy
32,335
+1,231
+4% +$53.2K 0.08% 136
2025
Q4 		$1.38M Buy
31,104
+2,489
+9% +$110K 0.08% 132
2025
Q3 		$1.26M Buy
28,615
+7,571
+36% +$320K 0.07% 147
2025
Q2 		$855K Buy
21,044
+3,915
+23% +$143K 0.05% 224
2025
Q1 		$587K Buy
17,129
+2,086
+14% +$78.1K 0.04% 266
2024
Q4 		$559K Buy
15,043
+300
+2% +$11K 0.04% 335
2024
Q3 		$513K Buy
14,743
+470
+3% +$15.6K 0.03% 359
2024
Q2 		$469K Buy
14,273
+3,696
+35% +$117K 0.03% 360
2024
Q1 		$338K Buy
10,577
+2,126
+25% +$63.9K 0.03% 386
2023
Q4 		$239K Buy
+8,451
New +$218K 0.02% 468

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

Summit Global Investments's CGGR Position: Q2 2026 in Review

Summit Global Investments increased its Capital Group Growth ETF (CGGR) stake by 7.1% in Q2 2026, buying an estimated $104K and bringing the position to 34,638 shares worth $1.64M. The position accounts for 0.09% of the portfolio, ranked #116.

Summit Global Investments first reported a position in CGGR in Q4 2023 and has held it in 11 quarters since. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Summit Global Investments held 34,638 shares of Capital Group Growth ETF worth $1.64M as of Q2 2026.
  • Summit Global Investments bought 2,303 Capital Group Growth ETF shares in Q2 2026, an estimated $104K.
  • Capital Group Growth ETF made up 0.09% of Summit Global Investments's portfolio in Q2 2026, its #116 holding.
  • Summit Global Investments first reported a position in Capital Group Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.