Benjamin Edwards Inc’s Capital Group Growth ETF CGGR Stock Holding History

Benjamin Edwards Inc’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	$129M	Buy	2,733,600 +98,824	+4%	+$4.47M	1.18%	10
2026 Q1	$106M	Buy	2,634,776 +1,886,155	+252%	+$81.4M	1.05%	11
2025 Q4	$33.3M	Buy	748,621 +203,435	+37%	+$8.98M	0.37%	77
2025 Q3	$23.9M	Buy	545,186 +136,003	+33%	+$5.74M	0.27%	98
2025 Q2	$16.6M	Buy	409,183 +66,989	+20%	+$2.44M	0.21%	114
2025 Q1	$11.7M	Buy	342,194 +47,372	+16%	+$1.77M	0.16%	141
2024 Q4	$11M	Buy	294,822 +34,297	+13%	+$1.26M	0.16%	157
2024 Q3	$9.06M	Buy	+260,525	New	+$8.63M	0.13%	177

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

Benjamin Edwards Inc's CGGR Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Capital Group Growth ETF (CGGR) stake by 3.8% in Q2 2026, buying an estimated $4.47M and bringing the position to 2,733,600 shares worth $129M. The position accounts for 1.18% of the portfolio, ranked #10.

Benjamin Edwards Inc first reported a position in CGGR in Q3 2024 and has held it in 8 quarters since. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Benjamin Edwards Inc held 2,733,600 shares of Capital Group Growth ETF worth $129M as of Q2 2026.
Benjamin Edwards Inc bought 98,824 Capital Group Growth ETF shares in Q2 2026, an estimated $4.47M.
Capital Group Growth ETF made up 1.18% of Benjamin Edwards Inc's portfolio in Q2 2026, its #10 holding.
Benjamin Edwards Inc first reported a position in Capital Group Growth ETF in Q3 2024 and has held it in 8 quarters since.
652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.