Commonwealth Equity Services’s Capital Group Growth ETF CGGR Stock Holding History

Commonwealth Equity 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	$658M	Buy	13,948,665 +396,101	+3%	+$17.9M	0.83%	15
2026 Q1	$545M	Buy	13,552,564 +359,089	+3%	+$15.5M	0.76%	15
2025 Q4	$587M	Buy	13,193,475 +485,654	+4%	+$21.4M	0.78%	15
2025 Q3	$558M	Buy	12,707,821 +271,970	+2%	+$11.5M	0.72%	17
2025 Q2	$506M	Buy	12,435,851 +758,297	+6%	+$27.7M	0.67%	18
2025 Q1	$400M	Buy	11,677,554 +1,415,798	+14%	+$53M	0.57%	21
2024 Q4	$381M	Buy	10,261,756 +938,655	+10%	+$34.5M	0.56%	22
2024 Q3	$324M	Buy	9,323,101 +359,838	+4%	+$11.9M	0.49%	31
2024 Q2	$295M	Buy	8,963,263 +536,251	+6%	+$17M	0.47%	32
2024 Q1	$270M	Buy	8,427,012 +666,574	+9%	+$20M	0.45%	35
2023 Q4	$219M	Buy	7,760,438 +1,321,699	+21%	+$34.2M	0.4%	38
2023 Q3	$158M	Buy	6,438,739 +3,571,987	+125%	+$90.7M	0.33%	52
2023 Q2	$72.3M	Buy	2,866,752 +166,283	+6%	+$3.87M	0.15%	137
2023 Q1	$60.7M	Buy	2,700,469 +419,915	+18%	+$9.12M	0.13%	153
2022 Q4	$45.5M	Buy	2,280,554 +869,086	+62%	+$17.7M	0.11%	182
2022 Q3	$27.5M	Buy	1,411,468 +249,013	+21%	+$5.32M	0.07%	254
2022 Q2	$23.2M	Buy	1,162,455 +680,626	+141%	+$15.3M	0.06%	294
2022 Q1	$12.6M	Buy	+481,829	New	+$12M	0.03%	529

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Commonwealth Equity Services's CGGR Position: Q2 2026 in Review

Commonwealth Equity Services increased its Capital Group Growth ETF (CGGR) stake by 2.9% in Q2 2026, buying an estimated $17.9M and bringing the position to 13,948,665 shares worth $658M. The position accounts for 0.83% of the portfolio, ranked #15.

Commonwealth Equity Services first reported a position in CGGR in Q1 2022 and has held it in 18 quarters since. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Commonwealth Equity Services held 13,948,665 shares of Capital Group Growth ETF worth $658M as of Q2 2026.
Commonwealth Equity Services bought 396,101 Capital Group Growth ETF shares in Q2 2026, an estimated $17.9M.
Capital Group Growth ETF made up 0.83% of Commonwealth Equity Services's portfolio in Q2 2026, its #15 holding.
Commonwealth Equity Services first reported a position in Capital Group Growth ETF in Q1 2022 and has held it in 18 quarters since.
651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.