Transcend Capital Advisors’s Capital Group Growth ETF CGGR Stock Holding History

Transcend Capital Advisors’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	$845K	Buy	17,901 +1,047	+6%	+$47.3K	0.06%	308
2026 Q1	$677K	Buy	16,854 +791	+5%	+$34.2K	0.05%	314
2025 Q4	$714K	Buy	16,063 +8,032	+100%	+$355K	0.06%	301
2025 Q3	$353K	Buy	+8,031	New	+$339K	0.02%	477

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 22.9% 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

Transcend Capital Advisors's CGGR Position: Q2 2026 in Review

Transcend Capital Advisors increased its Capital Group Growth ETF (CGGR) stake by 6.2% in Q2 2026, buying an estimated $47.3K and bringing the position to 17,901 shares worth $845K. The position accounts for 0.06% of the portfolio, ranked #308.

Transcend Capital Advisors first reported a position in CGGR in Q3 2025 and has held it in 4 quarters since. 653 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Transcend Capital Advisors held 17,901 shares of Capital Group Growth ETF worth $845K as of Q2 2026.
Transcend Capital Advisors bought 1,047 Capital Group Growth ETF shares in Q2 2026, an estimated $47.3K.
Capital Group Growth ETF made up 0.06% of Transcend Capital Advisors's portfolio in Q2 2026, its #308 holding.
Transcend Capital Advisors first reported a position in Capital Group Growth ETF in Q3 2025 and has held it in 4 quarters since.
653 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.