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

Tradition 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	$8.28M	Buy	175,366 +6,344	+4%	+$287K	0.51%	52
2026 Q1	$6.79M	Buy	169,022 +133,416	+375%	+$5.76M	0.48%	55
2025 Q4	$1.58M	Buy	35,606 +159	+0.4%	+$7.02K	0.11%	155
2025 Q3	$1.56M	Buy	35,447 +654	+2%	+$27.6K	0.12%	152
2025 Q2	$1.41M	Buy	34,793 +236	+0.7%	+$8.61K	0.11%	153
2025 Q1	$1.18M	Buy	34,557 +53	+0.2%	+$1.98K	0.1%	158
2024 Q4	$1.28M	Sell	34,504 -2,000	-5%	-$73.5K	0.11%	146
2024 Q3	$1.27M	Sell	36,504 -1,000	-3%	-$33.1K	0.11%	151
2024 Q2	$1.23M	Hold	37,504	–	–	0.12%	142
2024 Q1	$1.2M	Sell	37,504 -2,507	-6%	-$75.4K	0.12%	134
2023 Q4	$1.13M	Hold	40,011	–	–	0.12%	124
2023 Q3	$980K	Buy	40,011 +5	+0%	+$127	0.12%	121
2023 Q2	$1.01M	Hold	40,006	–	–	0.12%	116
2023 Q1	$899K	Buy	+40,006	New	+$869K	0.11%	120

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

Tradition Wealth Management's CGGR Position: Q2 2026 in Review

Tradition Wealth Management increased its Capital Group Growth ETF (CGGR) stake by 3.8% in Q2 2026, buying an estimated $287K and bringing the position to 175,366 shares worth $8.28M. The position accounts for 0.51% of the portfolio, ranked #52.

Tradition Wealth Management first reported a position in CGGR in Q1 2023 and has held it in 14 quarters since. 653 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Tradition Wealth Management held 175,366 shares of Capital Group Growth ETF worth $8.28M as of Q2 2026.
Tradition Wealth Management bought 6,344 Capital Group Growth ETF shares in Q2 2026, an estimated $287K.
Capital Group Growth ETF made up 0.51% of Tradition Wealth Management's portfolio in Q2 2026, its #52 holding.
Tradition Wealth Management first reported a position in Capital Group Growth ETF in Q1 2023 and has held it in 14 quarters since.
653 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.