Cypress Capital’s Capital Group Growth ETF CGGR Stock Holding History

Cypress Capital’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	$241K	Sell	5,071 -125	-2%	-$5.82K	0.06%	101
2026 Q2	$245K	Buy	+5,196	New	+$235K	0.07%	98
2024 Q4	–	Sell	-75,921	Closed	-$2.64M	–	76
2024 Q3	$2.64M	Sell	75,921 -47,073	-38%	-$1.56M	0.68%	30
2024 Q2	$4.05M	Buy	122,994 +76,270	+163%	+$2.42M	1.02%	15
2024 Q1	$1.49M	Buy	46,724 +17,578	+60%	+$529K	0.41%	41
2023 Q4	$823K	Buy	29,146 +17,841	+158%	+$461K	0.23%	47
2023 Q3	$277K	Buy	11,305 +2,749	+32%	+$69.8K	0.08%	71
2023 Q2	$216K	Buy	8,556 +1,500	+21%	+$34.9K	0.06%	74
2023 Q1	$158K	Buy	+7,056	New	+$153K	0.05%	65

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

Cypress Capital's CGGR Position: Q3 2026 in Review

Cypress Capital reduced its Capital Group Growth ETF (CGGR) stake by 2.4% in Q3 2026, selling an estimated $5.82K and leaving 5,071 shares worth $241K. The position accounts for 0.06% of the portfolio, ranked #101.

Cypress Capital first reported a position in CGGR in Q1 2023 and has held it in 9 quarters since. The position peaked at $4.05M in Q2 2024. 454 funds tracked by Wall St. Rank hold CGGR as of Q3 2026.

Cypress Capital held 5,071 shares of Capital Group Growth ETF worth $241K as of Q3 2026.
Cypress Capital sold 125 Capital Group Growth ETF shares in Q3 2026, an estimated $5.82K.
Capital Group Growth ETF made up 0.06% of Cypress Capital's portfolio in Q3 2026, its #101 holding.
Cypress Capital first reported a position in Capital Group Growth ETF in Q1 2023 and has held it in 9 quarters since.
Cypress Capital's Capital Group Growth ETF position peaked at $4.05M in Q2 2024.
454 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2026.

Based on Cypress Capital's 13F filing for Q3 2026, filed 20 Oct 2026.