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 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 $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

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

Convergence Financial's CGGR Position: Q2 2026 in Review

Convergence Financial opened a new position in Capital Group Growth ETF (CGGR) in Q2 2026: 8,060 shares worth $380K. The stake represents 0.03% of the portfolio and ranks #194 among its holdings. This is a return to the name: Convergence Financial previously reported a position in CGGR as recently as Q4 2025.

Convergence Financial first reported a position in CGGR in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.56M in Q3 2025. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Convergence Financial held 8,060 shares of Capital Group Growth ETF worth $380K as of Q2 2026.
Capital Group Growth ETF was a new Convergence Financial position in Q2 2026.
Capital Group Growth ETF made up 0.03% of Convergence Financial's portfolio in Q2 2026, its #194 holding.
Convergence Financial first reported a position in Capital Group Growth ETF in Q2 2024 and has held it in 8 quarters since.
Convergence Financial's Capital Group Growth ETF position peaked at $2.56M in Q3 2025.
652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.