World Equity Group
CGGR icon

World Equity Group’s Capital Group Growth ETF CGGR Stock Holding History

World Equity Group’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
Q3 		$263K Sell
5,547
-113
-2% -$5.26K 0.11% 198
2026
Q2 		$267K Sell
5,660
-5,660
-50% -$256K 0.06% 323
2026
Q1 		$455K Buy
+11,320
New +$489K 0.12% 211
2025
Q4 		– Sell
-4,663
Closed -$205K – 336
2025
Q3 		$205K Buy
+4,663
New +$197K 0.05% 338

Other funds holding CGGR

Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
JSF Financial
JSF Financial Los Angeles, California $655M AUM 20.11% 1-Year Est. Return
Johnson Bixby & Associates
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Ergawealth Advisors
Ergawealth Advisors Oak Brook, Illinois $253M AUM 8.74% 1-Year Est. Return

World Equity Group's CGGR Position: Q3 2026 in Review

World Equity Group reduced its Capital Group Growth ETF (CGGR) stake by 2% in Q3 2026, selling an estimated $5.26K and leaving 5,547 shares worth $263K. The position accounts for 0.11% of the portfolio, ranked #198.

World Equity Group first reported a position in CGGR in Q3 2025 and has held it in 4 quarters since. The position peaked at $455K in Q1 2026. 206 funds tracked by Wall St. Rank hold CGGR as of Q3 2026.

  • World Equity Group held 5,547 shares of Capital Group Growth ETF worth $263K as of Q3 2026.
  • World Equity Group sold 113 Capital Group Growth ETF shares in Q3 2026, an estimated $5.26K.
  • Capital Group Growth ETF made up 0.11% of World Equity Group's portfolio in Q3 2026, its #198 holding.
  • World Equity Group first reported a position in Capital Group Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • World Equity Group's Capital Group Growth ETF position peaked at $455K in Q1 2026.
  • 206 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.