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

Total Clarity 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	$8.13M	Buy	172,323 +21,230	+14%	+$960K	1.58%	8
2026 Q1	$6.07M	Buy	151,093 +9,122	+6%	+$394K	1.43%	13
2025 Q4	$6.31M	Buy	141,971 +6,982	+5%	+$308K	1.53%	12
2025 Q3	$5.93M	Buy	134,989 +6,899	+5%	+$291K	1.58%	11
2025 Q2	$5.21M	Buy	128,090 +3,070	+2%	+$112K	1.49%	14
2025 Q1	$4.65M	Sell	125,020 -894	-0.7%	-$33.5K	1.52%	11
2024 Q4	$4.68M	Buy	125,914 +112,163	+816%	+$4.12M	1.52%	11
2024 Q3	$478K	Buy	13,751 +529	+4%	+$17.5K	0.15%	148
2024 Q2	$435K	Buy	13,222 +1,662	+14%	+$52.7K	0.15%	149
2024 Q1	$370K	Buy	11,560 +469	+4%	+$14.1K	0.13%	176
2023 Q4	$313K	Sell	11,091 -426	-4%	-$11K	0.13%	169
2023 Q3	$282K	Buy	+11,517	New	+$292K	0.14%	167

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

Total Clarity Wealth Management's CGGR Position: Q2 2026 in Review

Total Clarity Wealth Management increased its Capital Group Growth ETF (CGGR) stake by 14% in Q2 2026, buying an estimated $960K and bringing the position to 172,323 shares worth $8.13M. The position accounts for 1.58% of the portfolio, ranked #8.

Total Clarity Wealth Management first reported a position in CGGR in Q3 2023 and has held it in 12 quarters since. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Total Clarity Wealth Management held 172,323 shares of Capital Group Growth ETF worth $8.13M as of Q2 2026.
Total Clarity Wealth Management bought 21,230 Capital Group Growth ETF shares in Q2 2026, an estimated $960K.
Capital Group Growth ETF made up 1.58% of Total Clarity Wealth Management's portfolio in Q2 2026, its #8 holding.
Total Clarity Wealth Management first reported a position in Capital Group Growth ETF in Q3 2023 and has held it in 12 quarters since.
652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.