Summit Investment Advisory Services’s Capital Group Growth ETF CGGR Stock Holding History

Summit Investment Advisory Services’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	$44.1M	Buy	934,072 +3,953	+0.4%	+$179K	11.06%	3
2026 Q1	$37.4M	Buy	930,119 +70,911	+8%	+$3.06M	13.89%	2
2025 Q4	$38.2M	Buy	859,208 +33,010	+4%	+$1.46M	14.42%	2
2025 Q3	$36.3M	Buy	826,198 +12,757	+2%	+$539K	14.45%	2
2025 Q2	$33.1M	Buy	813,441 +41,280	+5%	+$1.51M	14.38%	2
2025 Q1	$26.4M	Sell	772,161 -33,098	-4%	-$1.24M	12.96%	2
2024 Q4	$29.9M	Buy	805,259 +26,336	+3%	+$967K	15.43%	2
2024 Q3	$27.1M	Buy	+778,923	New	+$25.8M	14.37%	2
2024 Q2	–	Sell	-741,981	Closed	-$23.7M	–	47
2024 Q1	$23.7M	Sell	741,981 -62,953	-8%	-$1.89M	14.05%	2
2023 Q4	$22.7M	Buy	804,934 +11,108	+1%	+$287K	14.31%	3
2023 Q3	$19.4M	Buy	793,826 +35,745	+5%	+$907K	14.42%	3
2023 Q2	$19.1M	Sell	758,081 -72,724	-9%	-$1.69M	12.65%	4
2023 Q1	$18.7M	Buy	830,805 +805,623	+3,199%	+$17.5M	13.28%	3
2022 Q4	$502K	Buy	+25,182	New	+$512K	0.61%	27

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

Summit Investment Advisory Services's CGGR Position: Q2 2026 in Review

Summit Investment Advisory Services increased its Capital Group Growth ETF (CGGR) stake by 0.42% in Q2 2026, buying an estimated $179K and bringing the position to 934,072 shares worth $44.1M. The position accounts for 11.06% of the portfolio, ranked #3.

Summit Investment Advisory Services first reported a position in CGGR in Q4 2022 and has held it in 14 quarters since. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Summit Investment Advisory Services held 934,072 shares of Capital Group Growth ETF worth $44.1M as of Q2 2026.
Summit Investment Advisory Services bought 3,953 Capital Group Growth ETF shares in Q2 2026, an estimated $179K.
Capital Group Growth ETF made up 11.06% of Summit Investment Advisory Services's portfolio in Q2 2026, its #3 holding.
Summit Investment Advisory Services first reported a position in Capital Group Growth ETF in Q4 2022 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 Summit Investment Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.