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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Arthur M. Cohen & Associates's CGGR Position: Q1 2026 in Review

Arthur M. Cohen & Associates held its Capital Group Growth ETF (CGGR) position steady in Q1 2026 at 7,258 shares worth $295K. The position accounts for 0.05% of the portfolio, ranked #109.

Arthur M. Cohen & Associates first reported a position in CGGR in Q1 2025 and has held it in 5 quarters since. The position peaked at $323K in Q4 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

  • Arthur M. Cohen & Associates held 7,258 shares of Capital Group Growth ETF worth $295K as of Q1 2026.
  • Arthur M. Cohen & Associates left its Capital Group Growth ETF share count unchanged in Q1 2026.
  • Capital Group Growth ETF made up 0.05% of Arthur M. Cohen & Associates's portfolio in Q1 2026, its #109 holding.
  • Arthur M. Cohen & Associates first reported a position in Capital Group Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • Arthur M. Cohen & Associates's Capital Group Growth ETF position peaked at $323K in Q4 2025.
  • 601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Arthur M. Cohen & Associates's 13F filing for Q1 2026, filed 8 May 2026.