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

Trueblood 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	$2.38M	Buy	50,521 +2,850	+6%	+$129K	0.83%	24
2026 Q1	$1.92M	Buy	47,671 +4,788	+11%	+$207K	0.75%	28
2025 Q4	$1.91M	Buy	42,883 +7,681	+22%	+$339K	0.74%	33
2025 Q3	$1.55M	Buy	35,202 +534	+2%	+$22.5K	0.6%	51
2025 Q2	$1.41M	Buy	34,668 +3,600	+12%	+$131K	0.59%	51
2025 Q1	$1.06M	Buy	31,068 +11,064	+55%	+$414K	0.49%	66
2024 Q4	$744K	Buy	20,004 +6,680	+50%	+$245K	0.37%	92
2024 Q3	$464K	Buy	13,324 +2,500	+23%	+$82.9K	0.23%	131
2024 Q2	$356K	Buy	10,824 +4,227	+64%	+$134K	0.2%	144
2024 Q1	$211K	Buy	+6,597	New	+$198K	0.12%	208

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

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

Trueblood Wealth Management increased its Capital Group Growth ETF (CGGR) stake by 6% in Q2 2026, buying an estimated $129K and bringing the position to 50,521 shares worth $2.38M. The position accounts for 0.83% of the portfolio, ranked #24.

Trueblood Wealth Management first reported a position in CGGR in Q1 2024 and has held it in 10 quarters since. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Trueblood Wealth Management held 50,521 shares of Capital Group Growth ETF worth $2.38M as of Q2 2026.
Trueblood Wealth Management bought 2,850 Capital Group Growth ETF shares in Q2 2026, an estimated $129K.
Capital Group Growth ETF made up 0.83% of Trueblood Wealth Management's portfolio in Q2 2026, its #24 holding.
Trueblood Wealth Management first reported a position in Capital Group Growth ETF in Q1 2024 and has held it in 10 quarters since.
651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.