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

Greenbush 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	$23.4M	Buy	496,641 +228	+0%	+$10.3K	6.89%	4
2026 Q1	$20M	Sell	496,413 -60,270	-11%	-$2.6M	6.61%	4
2025 Q4	$24.8M	Buy	556,683 +39,195	+8%	+$1.73M	8.42%	2
2025 Q3	$22.7M	Buy	517,488 +25,074	+5%	+$1.06M	8.72%	2
2025 Q2	$20M	Sell	492,414 -6,060	-1%	-$221K	8.72%	2
2025 Q1	$17.1M	Buy	498,474 +35,003	+8%	+$1.31M	8.49%	2
2024 Q4	$17.2M	Buy	+463,471	New	+$17M	9.08%	2

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

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

Greenbush Financial Group increased its Capital Group Growth ETF (CGGR) stake by 0.05% in Q2 2026, buying an estimated $10.3K and bringing the position to 496,641 shares worth $23.4M. The position accounts for 6.89% of the portfolio, ranked #4.

Greenbush Financial Group first reported a position in CGGR in Q4 2024 and has held it in 7 quarters since. The position peaked at $24.8M in Q4 2025. 650 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Greenbush Financial Group held 496,641 shares of Capital Group Growth ETF worth $23.4M as of Q2 2026.
Greenbush Financial Group bought 228 Capital Group Growth ETF shares in Q2 2026, an estimated $10.3K.
Capital Group Growth ETF made up 6.89% of Greenbush Financial Group's portfolio in Q2 2026, its #4 holding.
Greenbush Financial Group first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 7 quarters since.
Greenbush Financial Group's Capital Group Growth ETF position peaked at $24.8M in Q4 2025.
650 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Greenbush Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.