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Investments & Financial Planning LLC’s Capital Group Growth ETF CGGR Stock Holding History

Investments & Financial Planning LLC’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 		$12.4M Buy
261,680
+5,896
+2% +$267K 5.85% 5
2026
Q1 		$10.3M Buy
255,784
+5,428
+2% +$234K 5.6% 6
2025
Q4 		$11.1M Sell
250,356
-15,154
-6% -$669K 5.97% 5
2025
Q3 		$11.7M Buy
265,510
+2,376
+0.9% +$100K 6.3% 5
2025
Q2 		$10.7M Buy
263,134
+14,317
+6% +$522K 6.16% 5
2025
Q1 		$8.52M Buy
248,817
+8,104
+3% +$303K 5.53% 5
2024
Q4 		$8.95M Buy
240,713
+8,570
+4% +$315K 5.51% 5
2024
Q3 		$8.08M Sell
232,143
-3,244
-1% -$108K 5.11% 5
2024
Q2 		$7.74M Buy
235,387
+6,042
+3% +$192K 5.2% 5
2024
Q1 		$7.34M Buy
229,345
+5,689
+3% +$171K 5.03% 5
2023
Q4 		$6.31M Buy
223,656
+101,773
+84% +$2.63M 4.73% 6
2023
Q3 		$2.99M Buy
121,883
+15,518
+15% +$394K 2.66% 10
2023
Q2 		$2.68M Buy
106,365
+22,089
+26% +$514K 2.32% 11
2023
Q1 		$1.89M Buy
84,276
+29,341
+53% +$637K 1.74% 13
2022
Q4 		$1.1M Buy
+54,935
New +$1.12M 1.07% 15
2022
Q2 		$242K Buy
+12,139
New +$274K 0.25% 33

Other funds holding CGGR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Investments & Financial Planning LLC's CGGR Position: Q2 2026 in Review

Investments & Financial Planning LLC increased its Capital Group Growth ETF (CGGR) stake by 2.3% in Q2 2026, buying an estimated $267K and bringing the position to 261,680 shares worth $12.4M. The position accounts for 5.85% of the portfolio, ranked #5.

Investments & Financial Planning LLC first reported a position in CGGR in Q2 2022 and has held it in 16 quarters since. 650 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Investments & Financial Planning LLC held 261,680 shares of Capital Group Growth ETF worth $12.4M as of Q2 2026.
  • Investments & Financial Planning LLC bought 5,896 Capital Group Growth ETF shares in Q2 2026, an estimated $267K.
  • Capital Group Growth ETF made up 5.85% of Investments & Financial Planning LLC's portfolio in Q2 2026, its #5 holding.
  • Investments & Financial Planning LLC first reported a position in Capital Group Growth ETF in Q2 2022 and has held it in 16 quarters since.
  • 650 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Investments & Financial Planning LLC's 13F filing for Q2 2026, filed 13 Aug 2026.