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Baron Silver Stevens Financial Advisors’s Capital Group Growth ETF CGGR Stock Holding History

Baron Silver Stevens Financial Advisors’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 		$340K Buy
+7,199
New +$325K 0.04% 109

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

Baron Silver Stevens Financial Advisors's CGGR Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors opened a new position in Capital Group Growth ETF (CGGR) in Q2 2026: 7,199 shares worth $340K. The stake represents 0.04% of the portfolio and ranks #109 among its holdings.

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

  • Baron Silver Stevens Financial Advisors held 7,199 shares of Capital Group Growth ETF worth $340K as of Q2 2026.
  • Capital Group Growth ETF was a new Baron Silver Stevens Financial Advisors position in Q2 2026.
  • Capital Group Growth ETF made up 0.04% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #109 holding.
  • 650 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.