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

WealthTrak 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	$783K	Sell	16,583 -12,499	-43%	-$565K	0.51%	45
2026 Q1	$1.17M	Sell	29,082 -427	-1%	-$18.4K	0.83%	38
2025 Q4	$1.31M	Buy	29,509 +5,020	+20%	+$222K	0.94%	34
2025 Q3	$1.08M	Buy	+24,489	New	+$1.03M	0.89%	39

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

WealthTrak Capital Management's CGGR Position: Q2 2026 in Review

WealthTrak Capital Management reduced its Capital Group Growth ETF (CGGR) stake by 43% in Q2 2026, selling an estimated $565K and leaving 16,583 shares worth $783K. The position accounts for 0.51% of the portfolio, ranked #45.

WealthTrak Capital Management first reported a position in CGGR in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.31M in Q4 2025. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

WealthTrak Capital Management held 16,583 shares of Capital Group Growth ETF worth $783K as of Q2 2026.
WealthTrak Capital Management sold 12,499 Capital Group Growth ETF shares in Q2 2026, an estimated $565K.
Capital Group Growth ETF made up 0.51% of WealthTrak Capital Management's portfolio in Q2 2026, its #45 holding.
WealthTrak Capital Management first reported a position in Capital Group Growth ETF in Q3 2025 and has held it in 4 quarters since.
WealthTrak Capital Management's Capital Group Growth ETF position peaked at $1.31M in Q4 2025.
652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on WealthTrak Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.