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

VestGen 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	$754K	Sell	15,968 -4,036	-20%	-$182K	0.02%	533
2026 Q1	$919K	Sell	20,004 -28,746	-59%	-$1.24M	0.02%	484
2025 Q4	$2.17M	Sell	48,750 -195,954	-80%	-$8.65M	0.09%	228
2025 Q3	$10.7M	Buy	244,704 +15,114	+7%	+$638K	0.36%	60
2025 Q2	$9.33M	Buy	229,590 +9,921	+5%	+$362K	0.37%	57
2025 Q1	$7.52M	Buy	+219,669	New	+$8.22M	0.34%	65

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

VestGen Advisors's CGGR Position: Q2 2026 in Review

VestGen Advisors reduced its Capital Group Growth ETF (CGGR) stake by 20% in Q2 2026, selling an estimated $182K and leaving 15,968 shares worth $754K. The position accounts for 0.02% of the portfolio, ranked #533.

VestGen Advisors first reported a position in CGGR in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.7M in Q3 2025. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

VestGen Advisors held 15,968 shares of Capital Group Growth ETF worth $754K as of Q2 2026.
VestGen Advisors sold 4,036 Capital Group Growth ETF shares in Q2 2026, an estimated $182K.
Capital Group Growth ETF made up 0.02% of VestGen Advisors's portfolio in Q2 2026, its #533 holding.
VestGen Advisors first reported a position in Capital Group Growth ETF in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's Capital Group Growth ETF position peaked at $10.7M in Q3 2025.
651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.