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

Essex 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	$4.35M	Sell	92,101 -20,327	-18%	-$919K	0.22%	99
2026 Q1	$4.52M	Buy	112,428 +8,530	+8%	+$368K	0.25%	88
2025 Q4	$4.62M	Buy	103,898 +16,631	+19%	+$734K	0.26%	79
2025 Q3	$3.83M	Buy	87,267 +32,913	+61%	+$1.39M	0.23%	91
2025 Q2	$2.21M	Buy	54,354 +29,796	+121%	+$1.09M	0.14%	144
2025 Q1	$841K	Buy	+24,558	New	+$919K	0.06%	267
2022 Q3	–	Sell	-12,666	Closed	-$253K	–	460
2022 Q2	$253K	Buy	+12,666	New	+$285K	0.03%	403

Other funds holding CGGR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FFS

Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Essex Financial Services's CGGR Position: Q2 2026 in Review

Essex Financial Services reduced its Capital Group Growth ETF (CGGR) stake by 18% in Q2 2026, selling an estimated $919K and leaving 92,101 shares worth $4.35M. The position accounts for 0.22% of the portfolio, ranked #99.

Essex Financial Services first reported a position in CGGR in Q2 2022 and has held it in 7 quarters since. The position peaked at $4.62M in Q4 2025. 493 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Essex Financial Services held 92,101 shares of Capital Group Growth ETF worth $4.35M as of Q2 2026.
Essex Financial Services sold 20,327 Capital Group Growth ETF shares in Q2 2026, an estimated $919K.
Capital Group Growth ETF made up 0.22% of Essex Financial Services's portfolio in Q2 2026, its #99 holding.
Essex Financial Services first reported a position in Capital Group Growth ETF in Q2 2022 and has held it in 7 quarters since.
Essex Financial Services's Capital Group Growth ETF position peaked at $4.62M in Q4 2025.
493 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.