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Jacobi Capital Management’s Capital Group Growth ETF CGGR Stock Holding History

Jacobi Capital Management’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 		$344K Buy
7,286
+339
+5% +$15.3K 0.02% 532
2026
Q1 		$279K Buy
6,947
+217
+3% +$9.37K 0.02% 546
2025
Q4 		$299K Buy
6,730
+2
+0% +$88 0.02% 524
2025
Q3 		$295K Buy
6,728
+1,258
+23% +$53.1K 0.02% 518
2025
Q2 		$222K Buy
+5,470
New +$200K 0.01% 557

Other funds holding CGGR

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
NECFA
New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JF
JSF Financial Los Angeles, California $632M AUM 27.63% 1-Year Est. Return

Jacobi Capital Management's CGGR Position: Q2 2026 in Review

Jacobi Capital Management increased its Capital Group Growth ETF (CGGR) stake by 4.9% in Q2 2026, buying an estimated $15.3K and bringing the position to 7,286 shares worth $344K. The position accounts for 0.02% of the portfolio, ranked #532.

Jacobi Capital Management first reported a position in CGGR in Q2 2025 and has held it in 5 quarters since. 333 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Jacobi Capital Management held 7,286 shares of Capital Group Growth ETF worth $344K as of Q2 2026.
  • Jacobi Capital Management bought 339 Capital Group Growth ETF shares in Q2 2026, an estimated $15.3K.
  • Capital Group Growth ETF made up 0.02% of Jacobi Capital Management's portfolio in Q2 2026, its #532 holding.
  • Jacobi Capital Management first reported a position in Capital Group Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 333 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.