Cary Street Partners’s Capital Group Growth ETF CGGR Stock Holding History

Cary Street Partners’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	$5.34M	Buy	113,147 +2,216	+2%	+$100K	0.12%	188
2026 Q1	$4.46M	Sell	110,931 -73,124	-40%	-$3.16M	0.11%	194
2025 Q4	$8.18M	Buy	184,055 +1,228	+0.7%	+$54.2K	0.2%	119
2025 Q3	$8.03M	Sell	182,827 -3,522	-2%	-$149K	0.21%	116
2025 Q2	$7.58M	Sell	186,349 -90,565	-33%	-$3.3M	0.21%	114
2025 Q1	$9.48M	Sell	276,914 -44,240	-14%	-$1.66M	0.3%	82
2024 Q4	$11.9M	Buy	+321,154	New	+$11.8M	0.39%	66

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

Cary Street Partners's CGGR Position: Q2 2026 in Review

Cary Street Partners increased its Capital Group Growth ETF (CGGR) stake by 2% in Q2 2026, buying an estimated $100K and bringing the position to 113,147 shares worth $5.34M. The position accounts for 0.12% of the portfolio, ranked #188.

Cary Street Partners first reported a position in CGGR in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.9M in Q4 2024. 650 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Cary Street Partners held 113,147 shares of Capital Group Growth ETF worth $5.34M as of Q2 2026.
Cary Street Partners bought 2,216 Capital Group Growth ETF shares in Q2 2026, an estimated $100K.
Capital Group Growth ETF made up 0.12% of Cary Street Partners's portfolio in Q2 2026, its #188 holding.
Cary Street Partners first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's Capital Group Growth ETF position peaked at $11.9M in Q4 2024.
650 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.