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James J. Burns & Company’s Capital Group Growth ETF CGGR Stock Holding History

James J. Burns & Company’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 		$387K Hold
8,204
– – 0.04% 116
2026
Q1 		$330K Hold
8,204
– – 0.04% 116
2025
Q4 		$365K Buy
8,204
+577
+8% +$25.5K 0.05% 115
2025
Q3 		$335K Buy
7,627
+1,499
+24% +$63.3K 0.05% 118
2025
Q2 		$249K Buy
+6,128
New +$224K 0.04% 133

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

James J. Burns & Company's CGGR Position: Q2 2026 in Review

James J. Burns & Company held its Capital Group Growth ETF (CGGR) position steady in Q2 2026 at 8,204 shares worth $387K. The position accounts for 0.04% of the portfolio, ranked #116.

James J. Burns & Company first reported a position in CGGR in Q2 2025 and has held it in 5 quarters since. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • James J. Burns & Company held 8,204 shares of Capital Group Growth ETF worth $387K as of Q2 2026.
  • James J. Burns & Company left its Capital Group Growth ETF share count unchanged in Q2 2026.
  • Capital Group Growth ETF made up 0.04% of James J. Burns & Company's portfolio in Q2 2026, its #116 holding.
  • James J. Burns & Company first reported a position in Capital Group Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on James J. Burns & Company's 13F filing for Q2 2026, filed 6 Aug 2026.