D.J. St. Germain’s Capital Group Growth ETF CGGR Stock Holding History

D.J. St. Germain’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	$5.27M	Buy	111,701 +2,809	+3%	+$127K	0.19%	93
2026 Q1	$4.38M	Sell	108,892 -2,202	-2%	-$95.1K	0.17%	95
2025 Q4	$4.94M	Sell	111,094 -13,578	-11%	-$599K	0.19%	91
2025 Q3	$5.48M	Sell	124,672 -412	-0.3%	-$17.4K	0.22%	89
2025 Q2	$5.08M	Buy	125,084 +1,528	+1%	+$55.8K	0.22%	90
2025 Q1	$4.23M	Buy	123,556 +1,659	+1%	+$62.1K	0.2%	96
2024 Q4	$4.53M	Buy	121,897 +11,146	+10%	+$409K	0.21%	99
2024 Q3	$3.85M	Buy	110,751 +17,915	+19%	+$594K	0.18%	105
2024 Q2	$3.05M	Buy	92,836 +17,090	+23%	+$542K	0.15%	110
2024 Q1	$2.42M	Buy	75,746 +548	+0.7%	+$16.5K	0.12%	115
2023 Q4	$2.12M	Buy	75,198 +3,195	+4%	+$82.6K	0.11%	117
2023 Q3	$1.76M	Buy	72,003 +3,474	+5%	+$88.2K	0.1%	123
2023 Q2	$1.73M	Buy	+68,529	New	+$1.6M	0.09%	120
2022 Q4	$115K	Buy	+5,779	New	+$118K	0.04%	116

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

D.J. St. Germain's CGGR Position: Q2 2026 in Review

D.J. St. Germain increased its Capital Group Growth ETF (CGGR) stake by 2.6% in Q2 2026, buying an estimated $127K and bringing the position to 111,701 shares worth $5.27M. The position accounts for 0.19% of the portfolio, ranked #93.

D.J. St. Germain first reported a position in CGGR in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.48M in Q3 2025. 650 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

D.J. St. Germain held 111,701 shares of Capital Group Growth ETF worth $5.27M as of Q2 2026.
D.J. St. Germain bought 2,809 Capital Group Growth ETF shares in Q2 2026, an estimated $127K.
Capital Group Growth ETF made up 0.19% of D.J. St. Germain's portfolio in Q2 2026, its #93 holding.
D.J. St. Germain first reported a position in Capital Group Growth ETF in Q4 2022 and has held it in 14 quarters since.
D.J. St. Germain's Capital Group Growth ETF position peaked at $5.48M in Q3 2025.
650 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.