Founders Financial Alliance’s Capital Group Growth ETF CGGR Stock Holding History

Founders Financial Alliance’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	$7M	Buy	148,267 +11,186	+8%	+$506K	0.93%	23
2026 Q1	$5.51M	Buy	137,081 +8,991	+7%	+$388K	0.99%	19
2025 Q4	$5.7M	Buy	128,090 +11,948	+10%	+$528K	1.08%	20
2025 Q3	$5.1M	Buy	116,142 +109,530	+1,657%	+$4.62M	0.96%	21
2025 Q2	$269K	Sell	6,612 -4,348	-40%	-$159K	0.06%	276
2025 Q1	$375K	Sell	10,960 -1,600	-13%	-$59.9K	0.09%	220
2024 Q4	$467K	Hold	12,560	–	–	0.13%	153
2024 Q3	$437K	Hold	12,560	–	–	0.12%	159
2024 Q2	$413K	Hold	12,560	–	–	0.12%	167
2024 Q1	$402K	Buy	+12,560	New	+$378K	0.12%	176

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

Founders Financial Alliance's CGGR Position: Q2 2026 in Review

Founders Financial Alliance increased its Capital Group Growth ETF (CGGR) stake by 8.2% in Q2 2026, buying an estimated $506K and bringing the position to 148,267 shares worth $7M. The position accounts for 0.93% of the portfolio, ranked #23.

Founders Financial Alliance first reported a position in CGGR in Q1 2024 and has held it in 10 quarters since. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Founders Financial Alliance held 148,267 shares of Capital Group Growth ETF worth $7M as of Q2 2026.
Founders Financial Alliance bought 11,186 Capital Group Growth ETF shares in Q2 2026, an estimated $506K.
Capital Group Growth ETF made up 0.93% of Founders Financial Alliance's portfolio in Q2 2026, its #23 holding.
Founders Financial Alliance first reported a position in Capital Group Growth ETF in Q1 2024 and has held it in 10 quarters since.
652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.