Summit Wealth Group (Colorado)’s Capital Group Growth ETF CGGR Stock Holding History

Summit Wealth Group (Colorado)’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	$1.08M	Sell	22,846 -335	-1%	-$15.1K	0.09%	126
2026 Q1	$932K	Buy	23,181 +2,357	+11%	+$102K	0.1%	112
2025 Q4	$926K	Buy	+20,824	New	+$919K	0.12%	100
2025 Q3	–	Sell	-11,033	Closed	-$448K	–	501
2025 Q2	$448K	Buy	+11,033	New	+$403K	0.11%	141

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 Wealth Group (Colorado)'s CGGR Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its Capital Group Growth ETF (CGGR) stake by 1.4% in Q2 2026, selling an estimated $15.1K and leaving 22,846 shares worth $1.08M. The position accounts for 0.09% of the portfolio, ranked #126.

Summit Wealth Group (Colorado) first reported a position in CGGR in Q2 2025 and has held it in 4 quarters since. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Summit Wealth Group (Colorado) held 22,846 shares of Capital Group Growth ETF worth $1.08M as of Q2 2026.
Summit Wealth Group (Colorado) sold 335 Capital Group Growth ETF shares in Q2 2026, an estimated $15.1K.
Capital Group Growth ETF made up 0.09% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #126 holding.
Summit Wealth Group (Colorado) first reported a position in Capital Group Growth ETF in Q2 2025 and has held it in 4 quarters since.
652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.