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

Trinity 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	$2.58M	Buy	54,620 +1,378	+3%	+$62.3K	0.82%	32
2026 Q1	$2.14M	Buy	53,242 +7,892	+17%	+$341K	0.79%	28
2025 Q4	$2.02M	Buy	45,350 +1,470	+3%	+$64.9K	0.74%	25
2025 Q3	$1.93M	Buy	43,880 +4,845	+12%	+$205K	0.72%	26
2025 Q2	$1.59M	Buy	39,035 +21,397	+121%	+$781K	0.63%	26
2025 Q1	$604K	Buy	17,638 +4,995	+40%	+$187K	0.28%	37
2024 Q4	$470K	Buy	12,643 +4,580	+57%	+$168K	0.21%	38
2024 Q3	$281K	Buy	+8,063	New	+$267K	0.13%	46

Other funds holding CGGR

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

NECFA

New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JSF Financial Los Angeles, California $632M AUM 27.63% 1-Year Est. Return

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

Trinity Wealth Management increased its Capital Group Growth ETF (CGGR) stake by 2.6% in Q2 2026, buying an estimated $62.3K and bringing the position to 54,620 shares worth $2.58M. The position accounts for 0.82% of the portfolio, ranked #32.

Trinity Wealth Management first reported a position in CGGR in Q3 2024 and has held it in 8 quarters since. 300 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Trinity Wealth Management held 54,620 shares of Capital Group Growth ETF worth $2.58M as of Q2 2026.
Trinity Wealth Management bought 1,378 Capital Group Growth ETF shares in Q2 2026, an estimated $62.3K.
Capital Group Growth ETF made up 0.82% of Trinity Wealth Management's portfolio in Q2 2026, its #32 holding.
Trinity Wealth Management first reported a position in Capital Group Growth ETF in Q3 2024 and has held it in 8 quarters since.
300 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Trinity Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.