Jones Financial Companies’s Capital Group Growth ETF CGGR Stock Holding History

Jones Financial Companies’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	$529M	Buy	11,551,154 +1,940,647	+20%	+$87.7M	0.21%	53
2026 Q1	$375M	Buy	9,610,507 +2,083,021	+28%	+$89.9M	0.18%	56
2025 Q4	$335M	Buy	7,527,486 +1,528,478	+25%	+$67.5M	0.2%	45
2025 Q3	$262M	Buy	5,999,008 +1,407,884	+31%	+$59.4M	0.18%	47
2025 Q2	$186M	Buy	4,591,124 +1,268,212	+38%	+$46.3M	0.14%	59
2025 Q1	$114M	Buy	3,322,912 +1,097,272	+49%	+$41.1M	0.1%	69
2024 Q4	$82.7M	Buy	2,225,640 +739,257	+50%	+$27.2M	0.08%	70
2024 Q3	$51.5M	Buy	1,486,383 +657,864	+79%	+$21.8M	0.05%	74
2024 Q2	$27.2M	Buy	828,519 +550,250	+198%	+$17.5M	0.03%	83
2024 Q1	$8.9M	Buy	278,269 +124,667	+81%	+$3.75M	0.01%	123
2023 Q4	$4.34M	Buy	153,602 +134,226	+693%	+$3.47M	0.01%	143
2023 Q3	$475K	Buy	+19,376	New	+$492K	﹤0.01%	217

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Jones Financial Companies's CGGR Position: Q2 2026 in Review

Jones Financial Companies increased its Capital Group Growth ETF (CGGR) stake by 20% in Q2 2026, buying an estimated $87.7M and bringing the position to 11,551,154 shares worth $529M. The position accounts for 0.21% of the portfolio, ranked #53.

Jones Financial Companies first reported a position in CGGR in Q3 2023 and has held it in 12 quarters since. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Jones Financial Companies held 11,551,154 shares of Capital Group Growth ETF worth $529M as of Q2 2026.
Jones Financial Companies bought 1,940,647 Capital Group Growth ETF shares in Q2 2026, an estimated $87.7M.
Capital Group Growth ETF made up 0.21% of Jones Financial Companies's portfolio in Q2 2026, its #53 holding.
Jones Financial Companies first reported a position in Capital Group Growth ETF in Q3 2023 and has held it in 12 quarters since.
651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.