Western Wealth Management’s Capital Group Growth ETF CGGR Stock Holding History

Western Wealth 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	$11M	Buy	232,682 +28,230	+14%	+$1.28M	0.36%	50
2026 Q1	$8.22M	Buy	204,452 +41,108	+25%	+$1.77M	0.31%	56
2025 Q4	$7.26M	Buy	163,344 +15,582	+11%	+$688K	0.33%	53
2025 Q3	$6.49M	Buy	147,762 +10,710	+8%	+$452K	0.34%	52
2025 Q2	$5.57M	Buy	137,052 +1,831	+1%	+$66.8K	0.33%	55
2025 Q1	$4.63M	Buy	135,221 +46,680	+53%	+$1.75M	0.31%	70
2024 Q4	$3.29M	Buy	88,541 +21,418	+32%	+$787K	0.18%	115
2024 Q3	$2.34M	Buy	67,123 +36,703	+121%	+$1.22M	0.13%	159
2024 Q2	$1M	Buy	30,420 +17,066	+128%	+$541K	0.07%	232
2024 Q1	$427K	Sell	13,354 -5,520	-29%	-$166K	0.03%	411
2023 Q4	$533K	Buy	+18,874	New	+$488K	0.04%	397

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

Western Wealth Management's CGGR Position: Q2 2026 in Review

Western Wealth Management increased its Capital Group Growth ETF (CGGR) stake by 14% in Q2 2026, buying an estimated $1.28M and bringing the position to 232,682 shares worth $11M. The position accounts for 0.36% of the portfolio, ranked #50.

Western Wealth Management first reported a position in CGGR in Q4 2023 and has held it in 11 quarters since. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Western Wealth Management held 232,682 shares of Capital Group Growth ETF worth $11M as of Q2 2026.
Western Wealth Management bought 28,230 Capital Group Growth ETF shares in Q2 2026, an estimated $1.28M.
Capital Group Growth ETF made up 0.36% of Western Wealth Management's portfolio in Q2 2026, its #50 holding.
Western Wealth Management first reported a position in Capital Group Growth ETF in Q4 2023 and has held it in 11 quarters since.
652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.