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Vicus Capital’s Capital Group Growth ETF CGGR Stock Holding History

Vicus Capital’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 		$1.75M Buy
37,085
+8,653
+30% +$391K 0.11% 93
2026
Q1 		$1.14M Buy
28,432
+7,023
+33% +$303K 0.08% 115
2025
Q4 		$952K Buy
21,409
+6,166
+40% +$272K 0.07% 125
2025
Q3 		$669K Buy
15,243
+1,591
+12% +$67.2K 0.05% 147
2025
Q2 		$555K Buy
+13,652
New +$498K 0.05% 143
2025
Q1 		– Sell
-5,614
Closed -$209K – 241
2024
Q4 		$209K Buy
+5,614
New +$206K 0.02% 216

Other funds holding CGGR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Vicus Capital's CGGR Position: Q2 2026 in Review

Vicus Capital increased its Capital Group Growth ETF (CGGR) stake by 30% in Q2 2026, buying an estimated $391K and bringing the position to 37,085 shares worth $1.75M. The position accounts for 0.11% of the portfolio, ranked #93.

Vicus Capital first reported a position in CGGR in Q4 2024 and has held it in 6 quarters since. 653 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Vicus Capital held 37,085 shares of Capital Group Growth ETF worth $1.75M as of Q2 2026.
  • Vicus Capital bought 8,653 Capital Group Growth ETF shares in Q2 2026, an estimated $391K.
  • Capital Group Growth ETF made up 0.11% of Vicus Capital's portfolio in Q2 2026, its #93 holding.
  • Vicus Capital first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • 653 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Vicus Capital's 13F filing for Q2 2026, filed 5 Aug 2026.