Valmark Advisers’s Capital Group Growth ETF CGGR Stock Holding History

Valmark Advisers’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	$81.6M	Buy	1,728,825 +105,763	+7%	+$4.78M	0.87%	25
2026 Q1	$65.2M	Buy	1,623,062 +749,890	+86%	+$32.4M	0.77%	29
2025 Q4	$38.8M	Buy	873,172 +295,543	+51%	+$13M	0.48%	37
2025 Q3	$25.4M	Buy	577,629 +64,025	+12%	+$2.7M	0.33%	47
2025 Q2	$20.9M	Buy	513,604 +12,886	+3%	+$470K	0.29%	50
2025 Q1	$17.1M	Buy	500,718 +99,166	+25%	+$3.71M	0.26%	55
2024 Q4	$14.9M	Buy	401,552 +53,929	+16%	+$1.98M	0.23%	56
2024 Q3	$12.1M	Buy	347,623 +18,233	+6%	+$604K	0.19%	63
2024 Q2	$10.8M	Buy	329,390 +101,485	+45%	+$3.22M	0.18%	62
2024 Q1	$7.29M	Buy	227,905 +61,913	+37%	+$1.86M	0.13%	71
2023 Q4	$4.69M	Buy	165,992 +65,194	+65%	+$1.69M	0.09%	92
2023 Q3	$2.47M	Buy	100,798 +20,355	+25%	+$517K	0.05%	126
2023 Q2	$2.03M	Buy	80,443 +10,207	+15%	+$238K	0.04%	146
2023 Q1	$1.58M	Buy	70,236 +2,221	+3%	+$48.2K	0.03%	171
2022 Q4	$1.36M	Buy	68,015 +49,954	+277%	+$1.02M	0.03%	179
2022 Q3	$352K	Buy	18,061 +2,836	+19%	+$60.6K	0.01%	326
2022 Q2	$304K	Buy	+15,225	New	+$343K	0.01%	347

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

Valmark Advisers's CGGR Position: Q2 2026 in Review

Valmark Advisers increased its Capital Group Growth ETF (CGGR) stake by 6.5% in Q2 2026, buying an estimated $4.78M and bringing the position to 1,728,825 shares worth $81.6M. The position accounts for 0.87% of the portfolio, ranked #25.

Valmark Advisers first reported a position in CGGR in Q2 2022 and has held it in 17 quarters since. 650 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Valmark Advisers held 1,728,825 shares of Capital Group Growth ETF worth $81.6M as of Q2 2026.
Valmark Advisers bought 105,763 Capital Group Growth ETF shares in Q2 2026, an estimated $4.78M.
Capital Group Growth ETF made up 0.87% of Valmark Advisers's portfolio in Q2 2026, its #25 holding.
Valmark Advisers first reported a position in Capital Group Growth ETF in Q2 2022 and has held it in 17 quarters since.
650 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.