Wealthcare Advisory Partners’s Capital Group Growth ETF CGGR Stock Holding History

Wealthcare Advisory Partners’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	$32.5M	Buy	688,721 +40,990	+6%	+$1.85M	0.62%	31
2026 Q1	$26M	Buy	647,731 +35,645	+6%	+$1.54M	0.51%	36
2025 Q4	$27.2M	Sell	612,086 -357,208	-37%	-$15.8M	0.53%	32
2025 Q3	$42.6M	Buy	969,294 +21,456	+2%	+$906K	0.89%	23
2025 Q2	$38.5M	Buy	947,838 +67,831	+8%	+$2.48M	0.88%	23
2025 Q1	$30.1M	Sell	880,007 -28,477	-3%	-$1.07M	0.81%	24
2024 Q4	$33.8M	Buy	908,484 +47,916	+6%	+$1.76M	0.94%	19
2024 Q3	$29.9M	Buy	860,568 +24,828	+3%	+$823K	0.85%	22
2024 Q2	$27.5M	Buy	835,740 +51,566	+7%	+$1.64M	0.86%	24
2024 Q1	$25.1M	Buy	784,174 +62,786	+9%	+$1.89M	0.82%	24
2023 Q4	$20.4M	Buy	721,388 +139,391	+24%	+$3.6M	0.81%	31
2023 Q3	$14.3M	Buy	581,997 +396,139	+213%	+$10.1M	0.65%	40
2023 Q2	$4.69M	Buy	185,858 +19,260	+12%	+$449K	0.21%	87
2023 Q1	$3.74M	Buy	+166,598	New	+$3.62M	0.16%	107

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

Wealthcare Advisory Partners's CGGR Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its Capital Group Growth ETF (CGGR) stake by 6.3% in Q2 2026, buying an estimated $1.85M and bringing the position to 688,721 shares worth $32.5M. The position accounts for 0.62% of the portfolio, ranked #31.

Wealthcare Advisory Partners first reported a position in CGGR in Q1 2023 and has held it in 14 quarters since. The position peaked at $42.6M in Q3 2025. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Wealthcare Advisory Partners held 688,721 shares of Capital Group Growth ETF worth $32.5M as of Q2 2026.
Wealthcare Advisory Partners bought 40,990 Capital Group Growth ETF shares in Q2 2026, an estimated $1.85M.
Capital Group Growth ETF made up 0.62% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #31 holding.
Wealthcare Advisory Partners first reported a position in Capital Group Growth ETF in Q1 2023 and has held it in 14 quarters since.
Wealthcare Advisory Partners's Capital Group Growth ETF position peaked at $42.6M in Q3 2025.
652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.