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

Warner Group’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 		$627K Buy
13,291
+6,686
+101% +$302K 0.15% 72
2026
Q1 		$265K Sell
6,605
-139,873
-95% -$6.04M 0.17% 64
2025
Q4 		$6.51M Buy
146,478
+3,978
+3% +$176K 4.01% 9
2025
Q3 		$6.26M Buy
+142,500
New +$6.02M 4.31% 8

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

Warner Group's CGGR Position: Q2 2026 in Review

Warner Group increased its Capital Group Growth ETF (CGGR) stake by 101% in Q2 2026, buying an estimated $302K and bringing the position to 13,291 shares worth $627K. The position accounts for 0.15% of the portfolio, ranked #72.

Warner Group first reported a position in CGGR in Q3 2025 and has held it in 4 quarters since. The position peaked at $6.51M in Q4 2025. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Warner Group held 13,291 shares of Capital Group Growth ETF worth $627K as of Q2 2026.
  • Warner Group bought 6,686 Capital Group Growth ETF shares in Q2 2026, an estimated $302K.
  • Capital Group Growth ETF made up 0.15% of Warner Group's portfolio in Q2 2026, its #72 holding.
  • Warner Group first reported a position in Capital Group Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • Warner Group's Capital Group Growth ETF position peaked at $6.51M in Q4 2025.
  • 651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Warner Group's 13F filing for Q2 2026, filed 27 Jul 2026.