Winch Advisory Services’s Capital Group Growth ETF CGGR Stock Holding History

Winch Advisory Services’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	$120K	Buy	2,546 +1,086	+74%	+$49.1K	0.03%	131
2026 Q1	$58.7K	Hold	1,460	–	–	0.01%	163
2025 Q4	$64.9K	Buy	1,460 +1	+0.1%	+$44	0.01%	155
2025 Q3	$64.1K	Sell	1,459 -4	-0.3%	-$169	0.01%	154
2025 Q2	$59.5K	Hold	1,463	–	–	0.01%	152
2025 Q1	$50.1K	Hold	1,463	–	–	0.01%	159
2024 Q4	$54.4K	Buy	1,463 +2	+0.1%	+$73	0.01%	151
2024 Q3	$50.8K	Sell	1,461 -2	-0.1%	-$66	0.01%	153
2024 Q2	$48.1K	Hold	1,463	–	–	0.01%	153
2024 Q1	$46.8K	Hold	1,463	–	–	0.01%	156
2023 Q4	$41.3K	Buy	1,463 +1,004	+219%	+$26K	0.01%	157
2023 Q3	$11K	Hold	459	–	–	﹤0.01%	242
2023 Q2	$12K	Hold	459	–	–	﹤0.01%	235
2023 Q1	$10K	Buy	+459	New	+$9.97K	﹤0.01%	248

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

Winch Advisory Services's CGGR Position: Q2 2026 in Review

Winch Advisory Services increased its Capital Group Growth ETF (CGGR) stake by 74% in Q2 2026, buying an estimated $49.1K and bringing the position to 2,546 shares worth $120K. The position accounts for 0.03% of the portfolio, ranked #131.

Winch Advisory Services first reported a position in CGGR in Q1 2023 and has held it in 14 quarters since. 650 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Winch Advisory Services held 2,546 shares of Capital Group Growth ETF worth $120K as of Q2 2026.
Winch Advisory Services bought 1,086 Capital Group Growth ETF shares in Q2 2026, an estimated $49.1K.
Capital Group Growth ETF made up 0.03% of Winch Advisory Services's portfolio in Q2 2026, its #131 holding.
Winch Advisory Services first reported a position in Capital Group Growth ETF in Q1 2023 and has held it in 14 quarters since.
650 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.