CFS Investment Advisory Services’s Capital Group Growth ETF CGGR Stock Holding History

CFS Investment Advisory Services’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	$2.26M	Buy	48,597 +290	+0.6%	+$13.1K	0.15%	124
2026 Q1	$2.16M	Buy	48,307 +9,123	+23%	+$394K	0.15%	120
2025 Q4	$1.74M	Buy	39,184 +916	+2%	+$40.4K	0.13%	132
2025 Q3	$1.72M	Sell	38,268 -4,870	-11%	-$206K	0.13%	136
2025 Q2	$1.75M	Sell	43,138 -2,738	-6%	-$99.9K	0.14%	125
2025 Q1	$1.57M	Buy	45,876 +3,545	+8%	+$133K	0.14%	126
2024 Q4	$1.57M	Buy	42,331 +853	+2%	+$31.3K	0.14%	124
2024 Q3	$1.44M	Buy	41,478 +6,462	+18%	+$214K	0.12%	129
2024 Q2	$1.15M	Buy	35,016 +4,289	+14%	+$136K	0.09%	130
2024 Q1	$983K	Buy	30,727 +4,069	+15%	+$122K	0.17%	86
2023 Q4	$753K	Buy	26,658 +12,778	+92%	+$330K	0.14%	88
2023 Q3	$340K	Sell	13,880 -408	-3%	-$10.4K	0.05%	142
2023 Q2	$360K	Buy	14,288 +265	+2%	+$6.17K	0.05%	193
2023 Q1	$315K	Buy	14,023 +3,147	+29%	+$68.3K	0.06%	119
2022 Q4	$217K	Buy	+10,876	New	+$221K	0.05%	118

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 22.9% 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

CFS Investment Advisory Services's CGGR Position: Q2 2026 in Review

CFS Investment Advisory Services increased its Capital Group Growth ETF (CGGR) stake by 0.6% in Q2 2026, buying an estimated $13.1K and bringing the position to 48,597 shares worth $2.26M. The position accounts for 0.15% of the portfolio, ranked #124.

CFS Investment Advisory Services first reported a position in CGGR in Q4 2022 and has held it in 15 quarters since. 653 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

CFS Investment Advisory Services held 48,597 shares of Capital Group Growth ETF worth $2.26M as of Q2 2026.
CFS Investment Advisory Services bought 290 Capital Group Growth ETF shares in Q2 2026, an estimated $13.1K.
Capital Group Growth ETF made up 0.15% of CFS Investment Advisory Services's portfolio in Q2 2026, its #124 holding.
CFS Investment Advisory Services first reported a position in Capital Group Growth ETF in Q4 2022 and has held it in 15 quarters since.
653 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.