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Bleakley Financial Group’s Capital Group Growth ETF CGGR Stock Holding History

Bleakley Financial 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 		$10.8M Buy
229,793
+67,325
+41% +$3.04M 0.14% 118
2026
Q1 		$6.53M Buy
162,468
+13,132
+9% +$567K 0.1% 171
2025
Q4 		$6.64M Sell
149,336
-4,582
-3% -$202K 0.12% 152
2025
Q3 		$6.76M Buy
153,918
+7,971
+5% +$337K 0.16% 122
2025
Q2 		$5.93M Buy
145,947
+1,977
+1% +$72.1K 0.15% 130
2025
Q1 		$4.93M Buy
143,970
+17,509
+14% +$655K 0.16% 125
2024
Q4 		$4.7M Buy
126,461
+14,605
+13% +$537K 0.14% 124
2024
Q3 		$3.89M Buy
111,856
+6,894
+7% +$228K 0.12% 148
2024
Q2 		$3.45M Sell
104,962
-138
-0.1% -$4.38K 0.1% 190
2024
Q1 		$3.36M Sell
105,100
-2,230
-2% -$67.1K 0.1% 198
2023
Q4 		$3.03M Buy
107,330
+17,321
+19% +$448K 0.1% 196
2023
Q3 		$2.21M Buy
90,009
+9,273
+11% +$235K 0.08% 231
2023
Q2 		$2.04M Buy
+80,736
New +$1.88M 0.06% 270

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

Bleakley Financial Group's CGGR Position: Q2 2026 in Review

Bleakley Financial Group increased its Capital Group Growth ETF (CGGR) stake by 41% in Q2 2026, buying an estimated $3.04M and bringing the position to 229,793 shares worth $10.8M. The position accounts for 0.14% of the portfolio, ranked #118.

Bleakley Financial Group first reported a position in CGGR in Q2 2023 and has held it in 13 quarters since. 650 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Bleakley Financial Group held 229,793 shares of Capital Group Growth ETF worth $10.8M as of Q2 2026.
  • Bleakley Financial Group bought 67,325 Capital Group Growth ETF shares in Q2 2026, an estimated $3.04M.
  • Capital Group Growth ETF made up 0.14% of Bleakley Financial Group's portfolio in Q2 2026, its #118 holding.
  • Bleakley Financial Group first reported a position in Capital Group Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • 650 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.