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Visionary Wealth Advisors’s Capital Group Growth ETF CGGR Stock Holding History

Visionary Wealth 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 		$2.46M Sell
52,080
-85
-0.2% -$3.84K 0.1% 189
2026
Q1 		$2.1M Buy
52,165
+1,131
+2% +$48.8K 0.09% 191
2025
Q4 		$2.27M Buy
51,034
+13,968
+38% +$617K 0.1% 182
2025
Q3 		$1.63M Buy
37,066
+24,465
+194% +$1.03M 0.08% 220
2025
Q2 		$512K Buy
12,601
+358
+3% +$13.1K 0.03% 354
2025
Q1 		$419K Buy
12,243
+5,030
+70% +$188K 0.03% 374
2024
Q4 		$268K Buy
+7,213
New +$265K 0.02% 465

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

Visionary Wealth Advisors's CGGR Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its Capital Group Growth ETF (CGGR) stake by 0.16% in Q2 2026, selling an estimated $3.84K and leaving 52,080 shares worth $2.46M. The position accounts for 0.1% of the portfolio, ranked #189.

Visionary Wealth Advisors first reported a position in CGGR in Q4 2024 and has held it in 7 quarters since. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Visionary Wealth Advisors held 52,080 shares of Capital Group Growth ETF worth $2.46M as of Q2 2026.
  • Visionary Wealth Advisors sold 85 Capital Group Growth ETF shares in Q2 2026, an estimated $3.84K.
  • Capital Group Growth ETF made up 0.1% of Visionary Wealth Advisors's portfolio in Q2 2026, its #189 holding.
  • Visionary Wealth Advisors first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.