Weatherly Asset Management’s Capital Group Growth ETF CGGR Stock Holding History

Weatherly Asset 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	$694K	Hold	14,695	–	–	0.05%	120
2026 Q1	$591K	Hold	14,695	–	–	0.05%	126
2025 Q4	$653K	Hold	14,695	–	–	0.05%	123
2025 Q3	$645K	Hold	14,695	–	–	0.05%	124
2025 Q2	$597K	Hold	14,695	–	–	0.05%	124
2025 Q1	$503K	Hold	14,695	–	–	0.05%	131
2024 Q4	$546K	Buy	+14,695	New	+$540K	0.05%	129

Other funds holding CGGR

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Weatherly Asset Management's CGGR Position: Q2 2026 in Review

Weatherly Asset Management held its Capital Group Growth ETF (CGGR) position steady in Q2 2026 at 14,695 shares worth $694K. The position accounts for 0.05% of the portfolio, ranked #120.

Weatherly Asset Management first reported a position in CGGR in Q4 2024 and has held it in 7 quarters since. 303 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Weatherly Asset Management held 14,695 shares of Capital Group Growth ETF worth $694K as of Q2 2026.
Weatherly Asset Management left its Capital Group Growth ETF share count unchanged in Q2 2026.
Capital Group Growth ETF made up 0.05% of Weatherly Asset Management's portfolio in Q2 2026, its #120 holding.
Weatherly Asset Management first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 7 quarters since.
303 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Weatherly Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.