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

Wealth Science 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 		$33.8M Buy
715,819
+48,423
+7% +$2.19M 15.02% 1
2026
Q1 		$29.7M Hold
667,396
– – 16.7% 1
2025
Q4 		$29.7M Buy
+667,396
New +$29.5M 17.12% 1

Other funds holding CGGR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFS
Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

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

Wealth Science Advisors increased its Capital Group Growth ETF (CGGR) stake by 7.3% in Q2 2026, buying an estimated $2.19M and bringing the position to 715,819 shares worth $33.8M. The position accounts for 15.02% of the portfolio, ranked #1.

Wealth Science Advisors first reported a position in CGGR in Q4 2025 and has held it in 3 quarters since. 443 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Wealth Science Advisors held 715,819 shares of Capital Group Growth ETF worth $33.8M as of Q2 2026.
  • Wealth Science Advisors bought 48,423 Capital Group Growth ETF shares in Q2 2026, an estimated $2.19M.
  • Capital Group Growth ETF made up 15.02% of Wealth Science Advisors's portfolio in Q2 2026, its #1 holding.
  • Wealth Science Advisors first reported a position in Capital Group Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 443 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Wealth Science Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.