Comprehensive Financial Planning’s T. Rowe Price Growth ETF TGRT Stock Holding History

Comprehensive Financial Planning’s Portfolio TGRT Stock Details TGRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$28.7K	Hold	731	–	–	0.02%	189
2025 Q4	$32.4K	Hold	731	–	–	0.02%	187
2025 Q3	$31.9K	Hold	731	–	–	0.02%	187
2025 Q2	$29.5K	Buy	731 +1	+0.1%	+$36	0.02%	177
2025 Q1	$25.1K	Sell	730 -1	-0.1%	-$37	0.02%	167
2024 Q4	$27.7K	Buy	+731	New	+$27.4K	0.02%	185

Other funds holding TGRT

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NWA

Northwest Wealth Advisors Bellingham, Washington $174M AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FWA

Flagship Wealth Advisors Wakefield, Massachusetts $233M AUM 19.14% 1-Year Est. Return

Comprehensive Financial Planning's TGRT Position: Q1 2026 in Review

Comprehensive Financial Planning held its T. Rowe Price Growth ETF (TGRT) position steady in Q1 2026 at 731 shares worth $28.7K. The position accounts for 0.02% of the portfolio, ranked #189.

Comprehensive Financial Planning first reported a position in TGRT in Q4 2024 and has held it in 6 quarters since. The position peaked at $32.4K in Q4 2025. 38 funds tracked by Wall St. Rank hold TGRT as of Q1 2026.

Comprehensive Financial Planning held 731 shares of T. Rowe Price Growth ETF worth $28.7K as of Q1 2026.
Comprehensive Financial Planning left its T. Rowe Price Growth ETF share count unchanged in Q1 2026.
T. Rowe Price Growth ETF made up 0.02% of Comprehensive Financial Planning's portfolio in Q1 2026, its #189 holding.
Comprehensive Financial Planning first reported a position in T. Rowe Price Growth ETF in Q4 2024 and has held it in 6 quarters since.
Comprehensive Financial Planning's T. Rowe Price Growth ETF position peaked at $32.4K in Q4 2025.
38 funds tracked by Wall St. Rank held T. Rowe Price Growth ETF as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.