WESPAC Advisors’s Capital Group Growth ETF CGGR Stock Holding History

WESPAC Advisors’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	$294K	Sell	6,239 -200	-3%	-$9.04K	0.14%	150
2026 Q1	$259K	Sell	6,439 -1,300	-17%	-$56.1K	0.14%	150
2025 Q4	$344K	Sell	7,739 -4,665	-38%	-$206K	0.19%	124
2025 Q3	$545K	Buy	+12,404	New	+$524K	0.32%	109
2025 Q1	–	Sell	-20,810	Closed	-$774K	–	163
2024 Q4	$774K	Buy	+20,810	New	+$764K	0.57%	66

Other funds holding CGGR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

FFS

Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 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

WESPAC Advisors's CGGR Position: Q2 2026 in Review

WESPAC Advisors reduced its Capital Group Growth ETF (CGGR) stake by 3.1% in Q2 2026, selling an estimated $9.04K and leaving 6,239 shares worth $294K. The position accounts for 0.14% of the portfolio, ranked #150.

WESPAC Advisors first reported a position in CGGR in Q4 2024 and has held it in 5 quarters since. The position peaked at $774K in Q4 2024. 473 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

WESPAC Advisors held 6,239 shares of Capital Group Growth ETF worth $294K as of Q2 2026.
WESPAC Advisors sold 200 Capital Group Growth ETF shares in Q2 2026, an estimated $9.04K.
Capital Group Growth ETF made up 0.14% of WESPAC Advisors's portfolio in Q2 2026, its #150 holding.
WESPAC Advisors first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 5 quarters since.
WESPAC Advisors's Capital Group Growth ETF position peaked at $774K in Q4 2024.
473 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.