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CVFG LLC’s Capital Group Growth ETF CGGR Stock Holding History

CVFG LLC’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 		$894K Buy
18,938
+8,470
+81% +$383K 0.09% 161
2026
Q1 		$421K Buy
10,468
+1,875
+22% +$81K 0.05% 188
2025
Q4 		$382K Buy
8,593
+529
+7% +$23.4K 0.26% 69
2025
Q3 		$354K Buy
8,064
+339
+4% +$14.3K 0.26% 70
2025
Q2 		$314K Buy
7,725
+670
+9% +$24.4K 0.25% 76
2025
Q1 		$242K Buy
7,055
+1,453
+26% +$54.4K 0.22% 83
2024
Q4 		$208K Buy
+5,602
New +$206K 0.19% 85

Other funds holding CGGR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

CVFG LLC's CGGR Position: Q2 2026 in Review

CVFG LLC increased its Capital Group Growth ETF (CGGR) stake by 81% in Q2 2026, buying an estimated $383K and bringing the position to 18,938 shares worth $894K. The position accounts for 0.09% of the portfolio, ranked #161.

CVFG LLC first reported a position in CGGR in Q4 2024 and has held it in 7 quarters since. 650 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • CVFG LLC held 18,938 shares of Capital Group Growth ETF worth $894K as of Q2 2026.
  • CVFG LLC bought 8,470 Capital Group Growth ETF shares in Q2 2026, an estimated $383K.
  • Capital Group Growth ETF made up 0.09% of CVFG LLC's portfolio in Q2 2026, its #161 holding.
  • CVFG LLC first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 650 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on CVFG LLC's 13F filing for Q2 2026, filed 11 Aug 2026.