CRA Financial Services’s Capital Group Growth ETF CGGR Stock Holding History

CRA Financial Services’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	$371K	Sell	7,861 -109	-1%	-$4.93K	0.04%	236
2026 Q1	$320K	Buy	7,970 +1,815	+29%	+$78.4K	0.04%	234
2025 Q4	$274K	Hold	6,155	–	–	0.04%	248
2025 Q3	$270K	Hold	6,155	–	–	0.04%	249
2025 Q2	$250K	Sell	6,155 -484	-7%	-$17.7K	0.04%	238
2025 Q1	$227K	Buy	6,639 +469	+8%	+$17.5K	0.04%	242
2024 Q4	$229K	Sell	6,170 -208	-3%	-$7.64K	0.04%	233
2024 Q3	$222K	Buy	6,378 +126	+2%	+$4.18K	0.04%	242
2024 Q2	$206K	Buy	+6,252	New	+$198K	0.04%	243

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

CRA Financial Services's CGGR Position: Q2 2026 in Review

CRA Financial Services reduced its Capital Group Growth ETF (CGGR) stake by 1.4% in Q2 2026, selling an estimated $4.93K and leaving 7,861 shares worth $371K. The position accounts for 0.04% of the portfolio, ranked #236.

CRA Financial Services first reported a position in CGGR in Q2 2024 and has held it in 9 quarters since. 650 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

CRA Financial Services held 7,861 shares of Capital Group Growth ETF worth $371K as of Q2 2026.
CRA Financial Services sold 109 Capital Group Growth ETF shares in Q2 2026, an estimated $4.93K.
Capital Group Growth ETF made up 0.04% of CRA Financial Services's portfolio in Q2 2026, its #236 holding.
CRA Financial Services first reported a position in Capital Group Growth ETF in Q2 2024 and has held it in 9 quarters since.
650 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.