Flynn Zito Capital Management’s Capital Group Growth ETF CGGR Stock Holding History

Flynn Zito Capital Management’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	$10.8M	Buy	229,479 +9,519	+4%	+$430K	2.94%	9
2026 Q1	$8.84M	Buy	219,960 +79,706	+57%	+$3.44M	2.82%	11
2025 Q4	$6.24M	Buy	140,254 +12,422	+10%	+$548K	2.23%	13
2025 Q3	$5.61M	Buy	+127,832	New	+$5.4M	2.07%	13

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

Flynn Zito Capital Management's CGGR Position: Q2 2026 in Review

Flynn Zito Capital Management increased its Capital Group Growth ETF (CGGR) stake by 4.3% in Q2 2026, buying an estimated $430K and bringing the position to 229,479 shares worth $10.8M. The position accounts for 2.94% of the portfolio, ranked #9.

Flynn Zito Capital Management 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.

Flynn Zito Capital Management held 229,479 shares of Capital Group Growth ETF worth $10.8M as of Q2 2026.
Flynn Zito Capital Management bought 9,519 Capital Group Growth ETF shares in Q2 2026, an estimated $430K.
Capital Group Growth ETF made up 2.94% of Flynn Zito Capital Management's portfolio in Q2 2026, its #9 holding.
Flynn Zito Capital Management 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 Flynn Zito Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.