Arthur M. Cohen & Associates’s Capital Group Growth ETF CGGR Stock Holding History

Arthur M. Cohen & Associates’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	$343K	Hold	7,258	–	–	0.05%	108
2026 Q1	$295K	Hold	7,258	–	–	0.05%	109
2025 Q4	$323K	Hold	7,258	–	–	0.05%	103
2025 Q3	$319K	Hold	7,258	–	–	0.05%	103
2025 Q2	$295K	Hold	7,258	–	–	0.05%	109
2025 Q1	$249K	Buy	+7,258	New	+$272K	0.05%	112

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

Arthur M. Cohen & Associates's CGGR Position: Q2 2026 in Review

Arthur M. Cohen & Associates held its Capital Group Growth ETF (CGGR) position steady in Q2 2026 at 7,258 shares worth $343K. The position accounts for 0.05% of the portfolio, ranked #108.

Arthur M. Cohen & Associates first reported a position in CGGR in Q1 2025 and has held it in 6 quarters since. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Arthur M. Cohen & Associates held 7,258 shares of Capital Group Growth ETF worth $343K as of Q2 2026.
Arthur M. Cohen & Associates left its Capital Group Growth ETF share count unchanged in Q2 2026.
Capital Group Growth ETF made up 0.05% of Arthur M. Cohen & Associates's portfolio in Q2 2026, its #108 holding.
Arthur M. Cohen & Associates first reported a position in Capital Group Growth ETF in Q1 2025 and has held it in 6 quarters since.
652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Arthur M. Cohen & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.