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Wayfinding Financial’s Capital Group Growth ETF CGGR Stock Holding History

Wayfinding Financial’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 		$8.97M Buy
189,860
+110,283
+139% +$4.99M 3.4% 7
2026
Q1 		$3.2M Sell
79,577
-1,119
-1% -$48.3K 1.39% 19
2025
Q4 		$3.59M Sell
80,696
-3,774
-4% -$167K 1.52% 16
2025
Q3 		$3.71M Sell
84,470
-1,606
-2% -$67.8K 1.6% 16
2025
Q2 		$3.6M Sell
86,076
-3,086
-3% -$113K 1.61% 16
2025
Q1 		$3.05M Buy
89,162
+31,170
+54% +$1.17M 1.34% 18
2024
Q4 		$2.15M Sell
57,992
-1,168
-2% -$42.9K 1.15% 21
2024
Q3 		$2.06M Sell
59,160
-1,849
-3% -$61.3K 1.53% 21
2024
Q2 		$2.01M Sell
61,009
-1,388
-2% -$44K 1.13% 21
2024
Q1 		$1.95M Buy
62,397
+4,743
+8% +$143K 1.14% 23
2023
Q4 		$1.63M Sell
57,654
-2,217
-4% -$57.3K 1.11% 23
2023
Q3 		$1.47M Sell
59,871
-6,752
-10% -$171K 1.11% 20
2023
Q2 		$1.74M Sell
66,623
-2,481
-4% -$57.8K 1.21% 18
2023
Q1 		$1.55M Buy
+69,104
New +$1.5M 1.18% 18

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

Wayfinding Financial's CGGR Position: Q2 2026 in Review

Wayfinding Financial increased its Capital Group Growth ETF (CGGR) stake by 139% in Q2 2026, buying an estimated $4.99M and bringing the position to 189,860 shares worth $8.97M. The position accounts for 3.4% of the portfolio, ranked #7.

Wayfinding Financial first reported a position in CGGR in Q1 2023 and has held it in 14 quarters since. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Wayfinding Financial held 189,860 shares of Capital Group Growth ETF worth $8.97M as of Q2 2026.
  • Wayfinding Financial bought 110,283 Capital Group Growth ETF shares in Q2 2026, an estimated $4.99M.
  • Capital Group Growth ETF made up 3.4% of Wayfinding Financial's portfolio in Q2 2026, its #7 holding.
  • Wayfinding Financial first reported a position in Capital Group Growth ETF in Q1 2023 and has held it in 14 quarters since.
  • 652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Wayfinding Financial's 13F filing for Q2 2026, filed 13 Aug 2026.