Bessemer Group’s Capital Group Growth ETF CGGR Stock Holding History

Bessemer Group’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	$29.2M	Buy	+618,015	New	+$27.9M	0.04%	256
2026 Q1	–	Sell	-2,935	Closed	-$131K	–	2513
2025 Q4	$131K	Sell	2,935 -2,000	-41%	-$88.3K	﹤0.01%	1436
2025 Q3	$217K	Hold	4,935	–	–	﹤0.01%	1101
2025 Q2	$201K	Hold	4,935	–	–	﹤0.01%	1086
2025 Q1	$169K	Hold	4,935	–	–	﹤0.01%	1106
2024 Q4	$183K	Hold	4,935	–	–	﹤0.01%	1085
2024 Q3	$172K	Hold	4,935	–	–	﹤0.01%	1146
2024 Q2	$162K	Hold	4,935	–	–	﹤0.01%	1054
2024 Q1	$158K	Hold	4,935	–	–	﹤0.01%	1065
2023 Q4	$139K	Buy	+4,935	New	+$128K	﹤0.01%	1132

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

Bessemer Group's CGGR Position: Q2 2026 in Review

Bessemer Group opened a new position in Capital Group Growth ETF (CGGR) in Q2 2026: 618,015 shares worth $29.2M. The stake represents 0.04% of the portfolio and ranks #256 among its holdings. This is a return to the name: Bessemer Group previously reported a position in CGGR as recently as Q4 2025.

Bessemer Group first reported a position in CGGR in Q4 2023 and has held it in 10 quarters since. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Bessemer Group held 618,015 shares of Capital Group Growth ETF worth $29.2M as of Q2 2026.
Capital Group Growth ETF was a new Bessemer Group position in Q2 2026.
Capital Group Growth ETF made up 0.04% of Bessemer Group's portfolio in Q2 2026, its #256 holding.
Bessemer Group first reported a position in Capital Group Growth ETF in Q4 2023 and has held it in 10 quarters since.
652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.