tru Independence’s Capital Group Growth ETF CGGR Stock Holding History

tru Independence’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	$10.6M	Buy	223,661 +9,033	+4%	+$408K	4.62%	7
2026 Q1	$8.63M	Buy	214,628 +19,270	+10%	+$832K	4.27%	8
2025 Q4	$8.69M	Buy	195,358 +21,426	+12%	+$946K	2.19%	12
2025 Q3	$7.64M	Buy	173,932 +11,936	+7%	+$504K	1.98%	12
2025 Q2	$6.59M	Buy	161,996 +61,153	+61%	+$2.23M	1.9%	14
2025 Q1	$3.45M	Buy	+100,843	New	+$3.77M	1.07%	44

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

tru Independence's CGGR Position: Q2 2026 in Review

tru Independence increased its Capital Group Growth ETF (CGGR) stake by 4.2% in Q2 2026, buying an estimated $408K and bringing the position to 223,661 shares worth $10.6M. The position accounts for 4.62% of the portfolio, ranked #7.

tru Independence first reported a position in CGGR in Q1 2025 and has held it in 6 quarters since. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

tru Independence held 223,661 shares of Capital Group Growth ETF worth $10.6M as of Q2 2026.
tru Independence bought 9,033 Capital Group Growth ETF shares in Q2 2026, an estimated $408K.
Capital Group Growth ETF made up 4.62% of tru Independence's portfolio in Q2 2026, its #7 holding.
tru Independence first reported a position in Capital Group Growth ETF in Q1 2025 and has held it in 6 quarters since.
651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on tru Independence's 13F filing for Q2 2026, filed 10 Aug 2026.