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 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 $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

Cypress Capital's CGGR Position: Q2 2026 in Review

Cypress Capital opened a new position in Capital Group Growth ETF (CGGR) in Q2 2026: 5,196 shares worth $245K. The stake represents 0.07% of the portfolio and ranks #98 among its holdings. This is a return to the name: Cypress Capital previously reported a position in CGGR as recently as Q3 2024.

Cypress Capital first reported a position in CGGR in Q1 2023 and has held it in 8 quarters since. The position peaked at $4.05M in Q2 2024. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Cypress Capital held 5,196 shares of Capital Group Growth ETF worth $245K as of Q2 2026.
Capital Group Growth ETF was a new Cypress Capital position in Q2 2026.
Capital Group Growth ETF made up 0.07% of Cypress Capital's portfolio in Q2 2026, its #98 holding.
Cypress Capital first reported a position in Capital Group Growth ETF in Q1 2023 and has held it in 8 quarters since.
Cypress Capital's Capital Group Growth ETF position peaked at $4.05M in Q2 2024.
652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Cypress Capital's 13F filing for Q2 2026, filed 17 Jul 2026.