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 Q2	$33.4K	Hold	731	–	–	0.02%	199
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 $999B AUM 46.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIAS

Mason Investment Advisory Services Reston, Virginia $2.63B AUM 41.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NWA

Northwest Wealth Advisors Bellingham, Washington $174M AUM

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

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

Comprehensive Financial Planning's TGRT Position: Q2 2026 in Review

Comprehensive Financial Planning held its T. Rowe Price Growth ETF (TGRT) position steady in Q2 2026 at 731 shares worth $33.4K. The position accounts for 0.02% of the portfolio, ranked #199.

Comprehensive Financial Planning first reported a position in TGRT in Q4 2024 and has held it in 7 quarters since. 50 funds tracked by Wall St. Rank hold TGRT as of Q2 2026.

Comprehensive Financial Planning held 731 shares of T. Rowe Price Growth ETF worth $33.4K as of Q2 2026.
Comprehensive Financial Planning left its T. Rowe Price Growth ETF share count unchanged in Q2 2026.
T. Rowe Price Growth ETF made up 0.02% of Comprehensive Financial Planning's portfolio in Q2 2026, its #199 holding.
Comprehensive Financial Planning first reported a position in T. Rowe Price Growth ETF in Q4 2024 and has held it in 7 quarters since.
50 funds tracked by Wall St. Rank held T. Rowe Price Growth ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.