Kelleher Financial Advisors’s Capital Group Growth ETF CGGR Stock Holding History

Kelleher Financial Advisors’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	$3.5M	Buy	+74,082	New	+$3.35M	0.5%	44

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Kelleher Financial Advisors's CGGR Position: Q2 2026 in Review

Kelleher Financial Advisors opened a new position in Capital Group Growth ETF (CGGR) in Q2 2026: 74,082 shares worth $3.5M. The stake represents 0.5% of the portfolio and ranks #44 among its holdings.

651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Kelleher Financial Advisors held 74,082 shares of Capital Group Growth ETF worth $3.5M as of Q2 2026.
Capital Group Growth ETF was a new Kelleher Financial Advisors position in Q2 2026.
Capital Group Growth ETF made up 0.5% of Kelleher Financial Advisors's portfolio in Q2 2026, its #44 holding.
651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.