Convergence Financial’s Capital Group Growth ETF CGGR Stock Holding History

Convergence Financial’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 Q3	$224K	Sell	4,729 -3,331	-41%	-$155K	0.03%	249
2026 Q2	$380K	Buy	+8,060	New	+$364K	0.03%	194
2026 Q1	–	Sell	-57,136	Closed	-$2.54M	–	222
2025 Q4	$2.54M	Sell	57,136 -1,250	-2%	-$55.2K	0.37%	46
2025 Q3	$2.56M	Sell	58,386 -3,406	-6%	-$144K	0.39%	43
2025 Q2	$2.51M	Buy	61,792 +731	+1%	+$26.7K	0.43%	43
2025 Q1	$2.09M	Buy	61,061 +54,810	+877%	+$2.05M	0.41%	41
2024 Q4	$232K	Buy	6,251 +437	+8%	+$16.1K	0.05%	145
2024 Q3	$202K	Sell	5,814 -2,711	-32%	-$89.8K	0.04%	155
2024 Q2	$280K	Buy	+8,525	New	+$270K	0.07%	126

Other funds holding CGGR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Forge Financial Services Edmond, Oklahoma $1.17B AUM 12.47% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Convergence Financial's CGGR Position: Q3 2026 in Review

Convergence Financial reduced its Capital Group Growth ETF (CGGR) stake by 41% in Q3 2026, selling an estimated $155K and leaving 4,729 shares worth $224K. The position accounts for 0.03% of the portfolio, ranked #249.

Convergence Financial first reported a position in CGGR in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.56M in Q3 2025. 461 funds tracked by Wall St. Rank hold CGGR as of Q3 2026.

Convergence Financial held 4,729 shares of Capital Group Growth ETF worth $224K as of Q3 2026.
Convergence Financial sold 3,331 Capital Group Growth ETF shares in Q3 2026, an estimated $155K.
Capital Group Growth ETF made up 0.03% of Convergence Financial's portfolio in Q3 2026, its #249 holding.
Convergence Financial first reported a position in Capital Group Growth ETF in Q2 2024 and has held it in 9 quarters since.
Convergence Financial's Capital Group Growth ETF position peaked at $2.56M in Q3 2025.
461 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2026.

Based on Convergence Financial's 13F filing for Q3 2026, filed 27 Oct 2026.