Wealthcare Capital Management’s Capital Group Growth ETF CGGR Stock Holding History

Wealthcare Capital Management’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	$364K	Sell	7,703 -1	-0%	-$45	0.03%	77
2026 Q1	$310K	Sell	7,704 -363	-4%	-$15.7K	0.03%	78
2025 Q4	$359K	Sell	8,067 -887	-10%	-$39.2K	0.04%	68
2025 Q3	$393K	Sell	8,954 -432	-5%	-$18.2K	0.04%	60
2025 Q2	$382K	Buy	9,386 +1,668	+22%	+$60.9K	0.04%	56
2025 Q1	$264K	Buy	7,718 +57	+0.7%	+$2.13K	0.03%	78
2024 Q4	$285K	Sell	7,661 -850	-10%	-$31.2K	0.03%	74
2024 Q3	$296K	Buy	8,511 +248	+3%	+$8.22K	0.03%	70
2024 Q2	$272K	Buy	+8,263	New	+$262K	0.03%	70

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 Capital Management's CGGR Position: Q2 2026 in Review

Wealthcare Capital Management reduced its Capital Group Growth ETF (CGGR) stake by 0.01% in Q2 2026, selling an estimated $45 and leaving 7,703 shares worth $364K. The position accounts for 0.03% of the portfolio, ranked #77.

Wealthcare Capital Management first reported a position in CGGR in Q2 2024 and has held it in 9 quarters since. The position peaked at $393K in Q3 2025. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Wealthcare Capital Management held 7,703 shares of Capital Group Growth ETF worth $364K as of Q2 2026.
Wealthcare Capital Management sold 1 Capital Group Growth ETF share in Q2 2026, an estimated $45.
Capital Group Growth ETF made up 0.03% of Wealthcare Capital Management's portfolio in Q2 2026, its #77 holding.
Wealthcare Capital Management first reported a position in Capital Group Growth ETF in Q2 2024 and has held it in 9 quarters since.
Wealthcare Capital Management's Capital Group Growth ETF position peaked at $393K in Q3 2025.
651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

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