XY Planning Network’s Capital Group Growth ETF CGGR Stock Holding History

XY Planning Network’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	$250K	Buy	+5,288	New	+$239K	0.03%	309

Other funds holding CGGR

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 1-Year Est. Return

XY Planning Network's CGGR Position: Q2 2026 in Review

XY Planning Network opened a new position in Capital Group Growth ETF (CGGR) in Q2 2026: 5,288 shares worth $250K. The stake represents 0.03% of the portfolio and ranks #309 among its holdings.

229 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

XY Planning Network held 5,288 shares of Capital Group Growth ETF worth $250K as of Q2 2026.
Capital Group Growth ETF was a new XY Planning Network position in Q2 2026.
Capital Group Growth ETF made up 0.03% of XY Planning Network's portfolio in Q2 2026, its #309 holding.
229 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.