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

Cooper Financial Group’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	$5.79M	Buy	122,704 +2,382	+2%	+$108K	0.48%	44
2026 Q1	$4.84M	Buy	120,322 +4,280	+4%	+$185K	0.49%	36
2025 Q4	$5.16M	Sell	116,042 -7,977	-6%	-$352K	0.55%	32
2025 Q3	$5.45M	Sell	124,019 -3,151	-2%	-$133K	0.6%	31
2025 Q2	$5.17M	Sell	127,170 -237	-0.2%	-$8.65K	0.61%	33
2025 Q1	$4.36M	Buy	127,407 +11,384	+10%	+$426K	0.57%	35
2024 Q4	$4.31M	Sell	116,023 -2,491	-2%	-$91.5K	0.52%	38
2024 Q3	$4.12M	Buy	118,514 +24,034	+25%	+$797K	0.54%	35
2024 Q2	$3.11M	Buy	94,480 +21,520	+29%	+$683K	0.46%	38
2024 Q1	$2.33M	Buy	+72,960	New	+$2.19M	0.38%	46

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

Cooper Financial Group's CGGR Position: Q2 2026 in Review

Cooper Financial Group increased its Capital Group Growth ETF (CGGR) stake by 2% in Q2 2026, buying an estimated $108K and bringing the position to 122,704 shares worth $5.79M. The position accounts for 0.48% of the portfolio, ranked #44.

Cooper Financial Group first reported a position in CGGR in Q1 2024 and has held it in 10 quarters since. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Cooper Financial Group held 122,704 shares of Capital Group Growth ETF worth $5.79M as of Q2 2026.
Cooper Financial Group bought 2,382 Capital Group Growth ETF shares in Q2 2026, an estimated $108K.
Capital Group Growth ETF made up 0.48% of Cooper Financial Group's portfolio in Q2 2026, its #44 holding.
Cooper Financial Group first reported a position in Capital Group Growth ETF in Q1 2024 and has held it in 10 quarters since.
652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.