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World Investment Advisors’s Capital Group Growth ETF CGGR Stock Holding History

World Investment 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 		$7.75M Sell
189,231
-1,460
-0.8% -$66K 0.13% 187
2026
Q1 		$7.66M Buy
190,691
+28,253
+17% +$1.22M 0.12% 191
2025
Q4 		$7.22M Buy
162,438
+32,681
+25% +$1.44M 0.12% 199
2025
Q3 		$5.7M Buy
129,757
+3,081
+2% +$130K 0.12% 194
2025
Q2 		$5.15M Buy
126,676
+32,730
+35% +$1.19M 0.12% 202
2025
Q1 		$3.22M Buy
93,946
+20,818
+28% +$779K 0.08% 271
2024
Q4 		$2.72M Buy
73,128
+9,566
+15% +$351K 0.07% 278
2024
Q3 		$2.21M Buy
63,562
+9,158
+17% +$304K 0.07% 282
2024
Q2 		$1.79M Buy
54,404
+4,982
+10% +$158K 0.11% 176
2024
Q1 		$1.6M Buy
49,422
+15,150
+44% +$456K 0.23% 96
2023
Q4 		$967K Buy
+34,272
New +$886K 0.13% 148

Other funds holding CGGR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

World Investment Advisors's CGGR Position: Q2 2026 in Review

World Investment Advisors reduced its Capital Group Growth ETF (CGGR) stake by 0.77% in Q2 2026, selling an estimated $66K and leaving 189,231 shares worth $7.75M. The position accounts for 0.13% of the portfolio, ranked #187.

World Investment Advisors first reported a position in CGGR in Q4 2023 and has held it in 11 quarters since. 653 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • World Investment Advisors held 189,231 shares of Capital Group Growth ETF worth $7.75M as of Q2 2026.
  • World Investment Advisors sold 1,460 Capital Group Growth ETF shares in Q2 2026, an estimated $66K.
  • Capital Group Growth ETF made up 0.13% of World Investment Advisors's portfolio in Q2 2026, its #187 holding.
  • World Investment Advisors first reported a position in Capital Group Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 653 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.