CHJWM
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Carlton Hofferkamp & Jenks Wealth Management’s Capital Group Growth ETF CGGR Stock Holding History

Carlton Hofferkamp & Jenks Wealth 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 		$679K Buy
14,885
+6
+0% +$271 0.22% 80
2026
Q1 		$666K Buy
14,879
+3
+0% +$130 0.22% 79
2025
Q4 		$662K Buy
14,876
+11
+0.1% +$486 0.22% 79
2025
Q3 		$677K Buy
14,865
+2
+0% +$84 0.23% 79
2025
Q2 		$619K Sell
14,863
-14
-0.1% -$511 0.22% 83
2025
Q1 		$484K Buy
14,877
+2,291
+18% +$85.7K 0.2% 92
2024
Q4 		$497K Buy
12,586
+11
+0.1% +$404 0.18% 92
2024
Q3 		$438K Buy
12,575
+28
+0.2% +$928 0.17% 99
2024
Q2 		$404K Buy
12,547
+6
+0% +$190 0.16% 102
2024
Q1 		$382K Hold
12,541
– – 0.16% 97
2023
Q4 		$363K Buy
12,541
+7
+0.1% +$181 0.15% 101
2023
Q3 		$299K Buy
12,534
+300
+2% +$7.62K 0.14% 106
2023
Q2 		$313K Buy
12,234
+599
+5% +$14K 0.14% 107
2023
Q1 		$264K Buy
11,635
+446
+4% +$9.68K 0.12% 110
2022
Q4 		$249K Buy
+11,189
New +$228K 0.11% 119
2022
Q3 		– Sell
-10,588
Closed -$220K – 130
2022
Q2 		$220K Buy
+10,588
New +$239K 0.1% 124

Other funds holding CGGR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
NECFA
New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Carlton Hofferkamp & Jenks Wealth Management's CGGR Position: Q2 2026 in Review

Carlton Hofferkamp & Jenks Wealth Management increased its Capital Group Growth ETF (CGGR) stake by 0.04% in Q2 2026, buying an estimated $271 and bringing the position to 14,885 shares worth $679K. The position accounts for 0.22% of the portfolio, ranked #80.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in CGGR in Q2 2022 and has held it in 16 quarters since. 346 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Carlton Hofferkamp & Jenks Wealth Management held 14,885 shares of Capital Group Growth ETF worth $679K as of Q2 2026.
  • Carlton Hofferkamp & Jenks Wealth Management bought 6 Capital Group Growth ETF shares in Q2 2026, an estimated $271.
  • Capital Group Growth ETF made up 0.22% of Carlton Hofferkamp & Jenks Wealth Management's portfolio in Q2 2026, its #80 holding.
  • Carlton Hofferkamp & Jenks Wealth Management first reported a position in Capital Group Growth ETF in Q2 2022 and has held it in 16 quarters since.
  • 346 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.