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

Wealthcare Capital 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	$1.88M	Buy	39,876 +6,723	+20%	+$304K	0.78%	26
2026 Q1	$1.33M	Buy	33,153 +5,430	+20%	+$234K	0.62%	36
2025 Q4	$1.23M	Buy	27,723 +4,888	+21%	+$216K	0.58%	38
2025 Q3	$1M	Buy	22,835 +6,314	+38%	+$267K	0.46%	44
2025 Q2	$672K	Buy	16,521 +8,995	+120%	+$328K	0.34%	54
2025 Q1	$258K	Buy	+7,526	New	+$282K	0.13%	113

Other funds holding CGGR

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

NECFA

New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JSF Financial Los Angeles, California $632M AUM 27.63% 1-Year Est. Return

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

Wealthcare Capital Partners increased its Capital Group Growth ETF (CGGR) stake by 20% in Q2 2026, buying an estimated $304K and bringing the position to 39,876 shares worth $1.88M. The position accounts for 0.78% of the portfolio, ranked #26.

Wealthcare Capital Partners first reported a position in CGGR in Q1 2025 and has held it in 6 quarters since. 333 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Wealthcare Capital Partners held 39,876 shares of Capital Group Growth ETF worth $1.88M as of Q2 2026.
Wealthcare Capital Partners bought 6,723 Capital Group Growth ETF shares in Q2 2026, an estimated $304K.
Capital Group Growth ETF made up 0.78% of Wealthcare Capital Partners's portfolio in Q2 2026, its #26 holding.
Wealthcare Capital Partners first reported a position in Capital Group Growth ETF in Q1 2025 and has held it in 6 quarters since.
333 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

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