Wealth Enhancement Advisory Services
CGGR icon

Wealth Enhancement Advisory Services’s Capital Group Growth ETF CGGR Stock Holding History

Wealth Enhancement Advisory Services’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 		$68M Buy
1,444,828
+44,150
+3% +$2M 0.11% 163
2026
Q1 		$56.6M Sell
1,400,678
-722,658
-34% -$31.2M 0.12% 163
2025
Q4 		$96.5M Buy
2,123,336
+60,360
+3% +$2.67M 0.13% 138
2025
Q3 		$91.1M Buy
2,062,976
+30,774
+2% +$1.3M 0.14% 142
2025
Q2 		$83M Buy
2,032,202
+24,247
+1% +$885K 0.14% 147
2025
Q1 		$68.8M Buy
2,007,955
+83,798
+4% +$3.14M 0.13% 154
2024
Q4 		$71.5M Buy
1,924,157
+713,623
+59% +$26.2M 0.14% 146
2024
Q3 		$42.1M Buy
1,210,534
+249,696
+26% +$8.28M 0.09% 218
2024
Q2 		$31.6M Buy
960,838
+257,480
+37% +$8.17M 0.08% 249
2024
Q1 		$22.5M Buy
703,358
+38,969
+6% +$1.17M 0.06% 300
2023
Q4 		$18.8M Buy
664,389
+68,590
+12% +$1.77M 0.05% 314
2023
Q3 		$14.6M Buy
+595,799
New +$15.1M 0.05% 330

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

Wealth Enhancement Advisory Services's CGGR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Capital Group Growth ETF (CGGR) stake by 3.2% in Q2 2026, buying an estimated $2M and bringing the position to 1,444,828 shares worth $68M. The position accounts for 0.11% of the portfolio, ranked #163.

Wealth Enhancement Advisory Services first reported a position in CGGR in Q3 2023 and has held it in 12 quarters since. The position peaked at $96.5M in Q4 2025. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Wealth Enhancement Advisory Services held 1,444,828 shares of Capital Group Growth ETF worth $68M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 44,150 Capital Group Growth ETF shares in Q2 2026, an estimated $2M.
  • Capital Group Growth ETF made up 0.11% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #163 holding.
  • Wealth Enhancement Advisory Services first reported a position in Capital Group Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Capital Group Growth ETF position peaked at $96.5M in Q4 2025.
  • 651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.