Westside Investment Management’s Capital Group Growth ETF CGGR Stock Holding History

Westside Investment 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	$1.82M	Buy	38,655 +2,384	+7%	+$108K	0.24%	101
2026 Q1	$1.46M	Buy	36,271 +8,425	+30%	+$364K	0.22%	106
2025 Q4	$1.24M	Buy	27,846 +7,075	+34%	+$312K	0.2%	107
2025 Q3	$912K	Buy	20,771 +3,626	+21%	+$153K	0.15%	133
2025 Q2	$697K	Buy	17,145 +4,545	+36%	+$166K	0.13%	141
2025 Q1	$432K	Buy	12,600 +7,725	+158%	+$289K	0.09%	166
2024 Q4	$181K	Buy	4,875 +4,225	+650%	+$155K	0.04%	246
2024 Q3	$22.6K	Buy	650 +175	+37%	+$5.8K	﹤0.01%	552
2024 Q2	$15.6K	Buy	+475	New	+$15.1K	﹤0.01%	590

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

Westside Investment Management's CGGR Position: Q2 2026 in Review

Westside Investment Management increased its Capital Group Growth ETF (CGGR) stake by 6.6% in Q2 2026, buying an estimated $108K and bringing the position to 38,655 shares worth $1.82M. The position accounts for 0.24% of the portfolio, ranked #101.

Westside Investment Management first reported a position in CGGR in Q2 2024 and has held it in 9 quarters since. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Westside Investment Management held 38,655 shares of Capital Group Growth ETF worth $1.82M as of Q2 2026.
Westside Investment Management bought 2,384 Capital Group Growth ETF shares in Q2 2026, an estimated $108K.
Capital Group Growth ETF made up 0.24% of Westside Investment Management's portfolio in Q2 2026, its #101 holding.
Westside Investment Management first reported a position in Capital Group Growth ETF in Q2 2024 and has held it in 9 quarters since.
651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.