Goldstone Financial Group’s Capital Group Growth ETF CGGR Stock Holding History

Goldstone Financial Group’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	$296K	Hold	6,274	–	–	0.03%	206
2026 Q1	$252K	Hold	6,274	–	–	0.03%	204
2025 Q4	$279K	Buy	6,274 +90	+1%	+$3.97K	0.03%	199
2025 Q3	$272K	Hold	6,184	–	–	0.03%	192
2025 Q2	$252K	Hold	6,184	–	–	0.03%	185
2025 Q1	$212K	Sell	6,184 -1,985	-24%	-$74.3K	0.03%	195
2024 Q4	$304K	Buy	8,169 +1,885	+30%	+$69.2K	0.05%	163
2024 Q3	$219K	Sell	6,284 -2,033	-24%	-$67.4K	0.04%	179
2024 Q2	$274K	Sell	8,317 -14,046	-63%	-$446K	0.05%	149
2024 Q1	$715K	Buy	+22,363	New	+$672K	0.16%	89

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

Goldstone Financial Group's CGGR Position: Q2 2026 in Review

Goldstone Financial Group held its Capital Group Growth ETF (CGGR) position steady in Q2 2026 at 6,274 shares worth $296K. The position accounts for 0.03% of the portfolio, ranked #206.

Goldstone Financial Group first reported a position in CGGR in Q1 2024 and has held it in 10 quarters since. The position peaked at $715K in Q1 2024. 653 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Goldstone Financial Group held 6,274 shares of Capital Group Growth ETF worth $296K as of Q2 2026.
Goldstone Financial Group left its Capital Group Growth ETF share count unchanged in Q2 2026.
Capital Group Growth ETF made up 0.03% of Goldstone Financial Group's portfolio in Q2 2026, its #206 holding.
Goldstone Financial Group first reported a position in Capital Group Growth ETF in Q1 2024 and has held it in 10 quarters since.
Goldstone Financial Group's Capital Group Growth ETF position peaked at $715K in Q1 2024.
653 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.