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

Dean Jacobson 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	$10.9M	Sell	230,594 -1,961	-0.8%	-$88.6K	5.99%	6
2026 Q1	$9.35M	Buy	232,555 +43,339	+23%	+$1.87M	5.74%	6
2025 Q4	$8.41M	Buy	189,216 +178,275	+1,629%	+$7.87M	5.34%	5
2025 Q3	$481K	Buy	+10,941	New	+$462K	0.35%	7

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

Dean Jacobson Financial Services's CGGR Position: Q2 2026 in Review

Dean Jacobson Financial Services reduced its Capital Group Growth ETF (CGGR) stake by 0.84% in Q2 2026, selling an estimated $88.6K and leaving 230,594 shares worth $10.9M. The position accounts for 5.99% of the portfolio, ranked #6.

Dean Jacobson Financial Services first reported a position in CGGR in Q3 2025 and has held it in 4 quarters since. 650 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Dean Jacobson Financial Services held 230,594 shares of Capital Group Growth ETF worth $10.9M as of Q2 2026.
Dean Jacobson Financial Services sold 1,961 Capital Group Growth ETF shares in Q2 2026, an estimated $88.6K.
Capital Group Growth ETF made up 5.99% of Dean Jacobson Financial Services's portfolio in Q2 2026, its #6 holding.
Dean Jacobson Financial Services first reported a position in Capital Group Growth ETF in Q3 2025 and has held it in 4 quarters since.
650 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Dean Jacobson Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.