TA
CGGR icon

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

TrueWealth 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 		– Sell
-5,872
Closed -$236K – 237
2026
Q1 		$236K Sell
5,872
-340
-5% -$14.7K 0.06% 213
2025
Q4 		$276K Sell
6,212
-240
-4% -$10.6K 0.07% 202
2025
Q3 		$283K Buy
+6,452
New +$272K 0.08% 187

Other funds holding CGGR

Cambridge Investment Research Advisors
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JF
JSF Financial Los Angeles, California $632M AUM 27.63% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

TrueWealth Advisors's CGGR Position: Q2 2026 in Review

TrueWealth Advisors sold out of Capital Group Growth ETF (CGGR) in Q2 2026, closing a stake of 5,872 shares — an estimated $236K sold.

TrueWealth Advisors first reported a position in CGGR in Q3 2025 and held it in 3 quarters. The position peaked at $283K in Q3 2025. 278 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • TrueWealth Advisors reported no remaining Capital Group Growth ETF position as of Q2 2026 after selling out during the quarter.
  • TrueWealth Advisors sold 5,872 Capital Group Growth ETF shares in Q2 2026, an estimated $236K.
  • TrueWealth Advisors first reported a position in Capital Group Growth ETF in Q3 2025 and held it in 3 quarters.
  • TrueWealth Advisors's Capital Group Growth ETF position peaked at $283K in Q3 2025.
  • 278 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.