Keystone Financial Group (Kentucky)’s Capital Group Growth ETF CGGR Stock Holding History

Keystone Financial Group (Kentucky)’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	$3.28M	Buy	69,522 +3,434	+5%	+$155K	0.19%	99
2026 Q1	$2.66M	Buy	66,088 +14,658	+29%	+$633K	0.18%	97
2025 Q4	$2.29M	Buy	51,430 +3,526	+7%	+$156K	0.17%	99
2025 Q3	$2.1M	Buy	47,904 +22,715	+90%	+$959K	0.16%	99
2025 Q2	$1.02M	Buy	25,189 +7,921	+46%	+$289K	0.09%	150
2025 Q1	$591K	Buy	17,268 +5,200	+43%	+$195K	0.06%	195
2024 Q4	$449K	Buy	+12,068	New	+$443K	0.04%	229

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

Keystone Financial Group (Kentucky)'s CGGR Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) increased its Capital Group Growth ETF (CGGR) stake by 5.2% in Q2 2026, buying an estimated $155K and bringing the position to 69,522 shares worth $3.28M. The position accounts for 0.19% of the portfolio, ranked #99.

Keystone Financial Group (Kentucky) first reported a position in CGGR in Q4 2024 and has held it in 7 quarters since. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Keystone Financial Group (Kentucky) held 69,522 shares of Capital Group Growth ETF worth $3.28M as of Q2 2026.
Keystone Financial Group (Kentucky) bought 3,434 Capital Group Growth ETF shares in Q2 2026, an estimated $155K.
Capital Group Growth ETF made up 0.19% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #99 holding.
Keystone Financial Group (Kentucky) first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 7 quarters since.
652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.