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

Forge 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	$260M	Buy	5,516,760 +122,112	+2%	+$5.52M	22.43%	2
2026 Q1	$217M	Buy	5,394,648 +5,229,947	+3,175%	+$226M	21.96%	2
2025 Q4	$7.32M	Buy	164,701 +20,833	+14%	+$920K	3.13%	8
2025 Q3	$6.36M	Buy	143,868 +7,613	+6%	+$321K	2.98%	9
2025 Q2	$5.57M	Buy	136,255 +8,516	+7%	+$311K	4.18%	8
2025 Q1	$4.38M	Buy	127,739 +224	+0.2%	+$8.38K	3.86%	9
2024 Q4	$5.06M	Buy	+127,515	New	+$4.68M	4.25%	8

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

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

Forge Financial Services increased its Capital Group Growth ETF (CGGR) stake by 2.3% in Q2 2026, buying an estimated $5.52M and bringing the position to 5,516,760 shares worth $260M. The position accounts for 22.43% of the portfolio, ranked #2.

Forge Financial Services first reported a position in CGGR in Q4 2024 and has held it in 7 quarters since. 650 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Forge Financial Services held 5,516,760 shares of Capital Group Growth ETF worth $260M as of Q2 2026.
Forge Financial Services bought 122,112 Capital Group Growth ETF shares in Q2 2026, an estimated $5.52M.
Capital Group Growth ETF made up 22.43% of Forge Financial Services's portfolio in Q2 2026, its #2 holding.
Forge Financial Services first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 7 quarters since.
650 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Forge Financial Services's 13F filing for Q2 2026, filed 7 Aug 2026.