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J. Derek Lewis & Associates’s Capital Group Growth ETF CGGR Stock Holding History

J. Derek Lewis & Associates’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 		$25.7M Buy
544,477
+30,347
+6% +$1.37M 4.86% 5
2026
Q1 		$20.7M Buy
514,130
+43,094
+9% +$1.86M 4.65% 6
2025
Q4 		$20.9M Buy
+471,036
New +$20.8M 4.91% 3

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

J. Derek Lewis & Associates's CGGR Position: Q2 2026 in Review

J. Derek Lewis & Associates increased its Capital Group Growth ETF (CGGR) stake by 5.9% in Q2 2026, buying an estimated $1.37M and bringing the position to 544,477 shares worth $25.7M. The position accounts for 4.86% of the portfolio, ranked #5.

J. Derek Lewis & Associates first reported a position in CGGR in Q4 2025 and has held it in 3 quarters since. 650 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • J. Derek Lewis & Associates held 544,477 shares of Capital Group Growth ETF worth $25.7M as of Q2 2026.
  • J. Derek Lewis & Associates bought 30,347 Capital Group Growth ETF shares in Q2 2026, an estimated $1.37M.
  • Capital Group Growth ETF made up 4.86% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #5 holding.
  • J. Derek Lewis & Associates first reported a position in Capital Group Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 650 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.