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Aspen Capital Management’s Capital Group Growth ETF CGGR Stock Holding History

Aspen Capital Management’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 		$216K Buy
+4,578
New +$207K 0.05% 80
2026
Q1 		– Sell
-4,578
Closed -$204K – 80
2025
Q4 		$204K Hold
4,578
– – 0.05% 80
2025
Q3 		$201K Buy
+4,578
New +$193K 0.05% 81

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 22.96% 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

Aspen Capital Management's CGGR Position: Q2 2026 in Review

Aspen Capital Management opened a new position in Capital Group Growth ETF (CGGR) in Q2 2026: 4,578 shares worth $216K. The stake represents 0.05% of the portfolio and ranks #80 among its holdings. This is a return to the name: Aspen Capital Management previously reported a position in CGGR as recently as Q4 2025.

Aspen Capital Management first reported a position in CGGR in Q3 2025 and has held it in 3 quarters since. 650 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Aspen Capital Management held 4,578 shares of Capital Group Growth ETF worth $216K as of Q2 2026.
  • Capital Group Growth ETF was a new Aspen Capital Management position in Q2 2026.
  • Capital Group Growth ETF made up 0.05% of Aspen Capital Management's portfolio in Q2 2026, its #80 holding.
  • Aspen Capital Management first reported a position in Capital Group Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 650 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Aspen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.