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

Waverly 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	$10.7M	Buy	+227,039	New	+$10.3M	0.06%	287

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

Waverly Advisors's CGGR Position: Q2 2026 in Review

Waverly Advisors opened a new position in Capital Group Growth ETF (CGGR) in Q2 2026: 227,039 shares worth $10.7M. The stake represents 0.06% of the portfolio and ranks #287 among its holdings.

650 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Waverly Advisors held 227,039 shares of Capital Group Growth ETF worth $10.7M as of Q2 2026.
Capital Group Growth ETF was a new Waverly Advisors position in Q2 2026.
Capital Group Growth ETF made up 0.06% of Waverly Advisors's portfolio in Q2 2026, its #287 holding.
650 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.