Financial Management Network’s Capital Group Growth ETF CGGR Stock Holding History

Financial Management Network’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	$8.78M	Buy	183,617 +17,364	+10%	+$809K	1.26%	23
2026 Q2	$7.54M	Buy	166,253 +32,262	+24%	+$1.46M	1.08%	25
2026 Q1	$5.63M	Buy	133,991 +25,965	+24%	+$1.12M	0.86%	33
2025 Q4	$4.81M	Buy	108,026 +11,465	+12%	+$506K	0.76%	38
2025 Q3	$4.3M	Buy	96,561 +25,140	+35%	+$1.06M	0.71%	37
2025 Q2	$2.92M	Buy	71,421 +33,778	+90%	+$1.23M	0.52%	45
2025 Q1	$1.17M	Buy	37,643 +14,445	+62%	+$540K	0.26%	67
2024 Q4	$878K	Buy	23,198 +6,865	+42%	+$252K	0.18%	79
2024 Q3	$571K	Buy	16,333 +250	+2%	+$8.28K	0.12%	100
2024 Q2	$544K	Buy	16,083 +134	+0.8%	+$4.25K	0.13%	96
2024 Q1	$504K	Sell	15,949 -655	-4%	-$19.7K	0.13%	97
2023 Q4	$459K	Buy	16,604 +329	+2%	+$8.51K	0.13%	92
2023 Q3	$396K	Buy	16,275 +827	+5%	+$21K	0.13%	99
2023 Q2	$392K	Buy	15,448 +1,063	+7%	+$24.8K	0.14%	102
2023 Q1	$322K	Buy	14,385 +977	+7%	+$21.2K	0.13%	101
2022 Q4	$269K	Buy	+13,408	New	+$273K	0.12%	118

Other funds holding CGGR

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JSF Financial Los Angeles, California $655M AUM 20.11% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Ergawealth Advisors Oak Brook, Illinois $253M AUM 8.74% 1-Year Est. Return

Financial Management Network's CGGR Position: Q3 2026 in Review

Financial Management Network increased its Capital Group Growth ETF (CGGR) stake by 10% in Q3 2026, buying an estimated $809K and bringing the position to 183,617 shares worth $8.78M. The position accounts for 1.26% of the portfolio, ranked #23.

Financial Management Network first reported a position in CGGR in Q4 2022 and has held it in 16 quarters since. 223 funds tracked by Wall St. Rank hold CGGR as of Q3 2026.

Financial Management Network held 183,617 shares of Capital Group Growth ETF worth $8.78M as of Q3 2026.
Financial Management Network bought 17,364 Capital Group Growth ETF shares in Q3 2026, an estimated $809K.
Capital Group Growth ETF made up 1.26% of Financial Management Network's portfolio in Q3 2026, its #23 holding.
Financial Management Network first reported a position in Capital Group Growth ETF in Q4 2022 and has held it in 16 quarters since.
223 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2026.

Based on Financial Management Network's 13F filing for Q3 2026, filed 9 Oct 2026.