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

Founders Financial Securities’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	$16.9M	Buy	358,394 +5,074	+1%	+$229K	0.87%	20
2026 Q1	$14.9M	Buy	353,320 +53,650	+18%	+$2.32M	0.84%	21
2025 Q4	$13.3M	Buy	299,670 +53,305	+22%	+$2.35M	0.79%	27
2025 Q3	$10.8M	Buy	246,365 +13,168	+6%	+$556K	0.74%	32
2025 Q2	$9.48M	Buy	233,197 +21,292	+10%	+$777K	0.72%	30
2025 Q1	$7.37M	Buy	211,905 +84,807	+67%	+$3.17M	0.62%	36
2024 Q4	$4.72M	Buy	127,098 +6,045	+5%	+$222K	0.43%	52
2024 Q3	$4.21M	Buy	121,053 +15,873	+15%	+$526K	0.39%	59
2024 Q2	$3.46M	Buy	105,180 +25,752	+32%	+$817K	0.33%	69
2024 Q1	$2.54M	Buy	79,428 +19,150	+32%	+$576K	0.27%	80
2023 Q4	$1.7M	Buy	60,278 +20,905	+53%	+$540K	0.19%	103
2023 Q3	$965K	Buy	39,373 +5,740	+17%	+$146K	0.13%	139
2023 Q2	$849K	Buy	33,633 +11,065	+49%	+$258K	0.11%	162
2023 Q1	$507K	Buy	22,568 +9,860	+78%	+$214K	0.07%	200
2022 Q4	$253K	Buy	12,708 +1,083	+9%	+$22K	0.04%	276
2022 Q3	$227K	Buy	11,625 +625	+6%	+$13.4K	0.04%	274
2022 Q2	$220K	Buy	+11,000	New	+$248K	0.04%	231

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 Securities's CGGR Position: Q2 2026 in Review

Founders Financial Securities increased its Capital Group Growth ETF (CGGR) stake by 1.4% in Q2 2026, buying an estimated $229K and bringing the position to 358,394 shares worth $16.9M. The position accounts for 0.87% of the portfolio, ranked #20.

Founders Financial Securities first reported a position in CGGR in Q2 2022 and has held it in 17 quarters since. 653 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Founders Financial Securities held 358,394 shares of Capital Group Growth ETF worth $16.9M as of Q2 2026.
Founders Financial Securities bought 5,074 Capital Group Growth ETF shares in Q2 2026, an estimated $229K.
Capital Group Growth ETF made up 0.87% of Founders Financial Securities's portfolio in Q2 2026, its #20 holding.
Founders Financial Securities first reported a position in Capital Group Growth ETF in Q2 2022 and has held it in 17 quarters since.
653 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.