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

WCG 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	$513K	Buy	+10,862	New	+$491K	0.01%	494
2024 Q2	–	Sell	-25,915	Closed	-$829K	–	284
2024 Q1	$829K	Buy	25,915 +9,135	+54%	+$275K	0.07%	196
2023 Q4	$474K	Buy	+16,780	New	+$434K	0.03%	256

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 22.9% 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

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

WCG Wealth Advisors opened a new position in Capital Group Growth ETF (CGGR) in Q2 2026: 10,862 shares worth $513K. The stake represents 0.01% of the portfolio and ranks #494 among its holdings. This is a return to the name: WCG Wealth Advisors previously reported a position in CGGR as recently as Q1 2024.

WCG Wealth Advisors first reported a position in CGGR in Q4 2023 and has held it in 3 quarters since. The position peaked at $829K in Q1 2024. 653 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

WCG Wealth Advisors held 10,862 shares of Capital Group Growth ETF worth $513K as of Q2 2026.
Capital Group Growth ETF was a new WCG Wealth Advisors position in Q2 2026.
Capital Group Growth ETF made up 0.01% of WCG Wealth Advisors's portfolio in Q2 2026, its #494 holding.
WCG Wealth Advisors first reported a position in Capital Group Growth ETF in Q4 2023 and has held it in 3 quarters since.
WCG Wealth Advisors's Capital Group Growth ETF position peaked at $829K in Q1 2024.
653 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

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