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 Q3	$2.4M	Sell	50,539 -4,081	-7%	-$190K	0.76%	35
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

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

JSF Financial Los Angeles, California $655M AUM 20.11% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Trinity Wealth Management's CGGR Position: Q3 2026 in Review

Trinity Wealth Management reduced its Capital Group Growth ETF (CGGR) stake by 7.5% in Q3 2026, selling an estimated $190K and leaving 50,539 shares worth $2.4M. The position accounts for 0.76% of the portfolio, ranked #35.

Trinity Wealth Management first reported a position in CGGR in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.58M in Q2 2026. 290 funds tracked by Wall St. Rank hold CGGR as of Q3 2026.

Trinity Wealth Management held 50,539 shares of Capital Group Growth ETF worth $2.4M as of Q3 2026.
Trinity Wealth Management sold 4,081 Capital Group Growth ETF shares in Q3 2026, an estimated $190K.
Capital Group Growth ETF made up 0.76% of Trinity Wealth Management's portfolio in Q3 2026, its #35 holding.
Trinity Wealth Management first reported a position in Capital Group Growth ETF in Q3 2024 and has held it in 9 quarters since.
Trinity Wealth Management's Capital Group Growth ETF position peaked at $2.58M in Q2 2026.
290 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2026.

Based on Trinity Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.