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

Acorn Financial 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	$257K	Sell	5,443 -592	-10%	-$26.8K	0.03%	188
2026 Q1	$243K	Sell	6,035 -2,006	-25%	-$86.6K	0.03%	185
2025 Q4	$358K	Sell	8,041 -1,417	-15%	-$62.6K	0.05%	142
2025 Q3	$415K	Sell	9,458 -78	-0.8%	-$3.29K	0.06%	129
2025 Q2	$388K	Sell	9,536 -1,264	-12%	-$46.1K	0.06%	132
2025 Q1	$370K	Sell	10,800 -3,867	-26%	-$145K	0.07%	126
2024 Q4	$545K	Sell	14,667 -158	-1%	-$5.8K	0.09%	105
2024 Q3	$516K	Buy	14,825 +4,183	+39%	+$139K	0.09%	108
2024 Q2	$350K	Hold	10,642	–	–	0.07%	137
2024 Q1	$340K	Sell	10,642 -801	-7%	-$24.1K	0.06%	146
2023 Q4	$323K	Sell	11,443 -9,240	-45%	-$239K	0.06%	191
2023 Q3	$507K	Sell	20,683 -718	-3%	-$18.2K	0.09%	132
2023 Q2	$540K	Buy	+21,401	New	+$498K	0.1%	122

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 22.9% 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

Acorn Financial Advisory Services's CGGR Position: Q2 2026 in Review

Acorn Financial Advisory Services reduced its Capital Group Growth ETF (CGGR) stake by 9.8% in Q2 2026, selling an estimated $26.8K and leaving 5,443 shares worth $257K. The position accounts for 0.03% of the portfolio, ranked #188.

Acorn Financial Advisory Services first reported a position in CGGR in Q2 2023 and has held it in 13 quarters since. The position peaked at $545K in Q4 2024. 653 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Acorn Financial Advisory Services held 5,443 shares of Capital Group Growth ETF worth $257K as of Q2 2026.
Acorn Financial Advisory Services sold 592 Capital Group Growth ETF shares in Q2 2026, an estimated $26.8K.
Capital Group Growth ETF made up 0.03% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #188 holding.
Acorn Financial Advisory Services first reported a position in Capital Group Growth ETF in Q2 2023 and has held it in 13 quarters since.
Acorn Financial Advisory Services's Capital Group Growth ETF position peaked at $545K in Q4 2024.
653 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.