KMG Fiduciary Partners’s Capital Group Growth ETF CGGR Stock Holding History

KMG Fiduciary Partners’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	$843K	Buy	17,868 +298	+2%	+$13.5K	0.08%	130
2026 Q1	$706K	Buy	17,570 +681	+4%	+$29.4K	0.05%	181
2025 Q4	$751K	Buy	16,889 +58	+0.3%	+$2.56K	0.05%	178
2025 Q3	$739K	Sell	16,831 -4,065	-19%	-$172K	0.05%	206
2025 Q2	$849K	Sell	20,896 -2,197	-10%	-$80.2K	0.06%	196
2025 Q1	$791K	Sell	23,093 -2,299	-9%	-$86K	0.07%	197
2024 Q4	$944K	Sell	25,392 -1,188	-4%	-$43.6K	0.08%	179
2024 Q3	$925K	Buy	+26,580	New	+$881K	0.08%	178

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 22.9% 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

KMG Fiduciary Partners's CGGR Position: Q2 2026 in Review

KMG Fiduciary Partners increased its Capital Group Growth ETF (CGGR) stake by 1.7% in Q2 2026, buying an estimated $13.5K and bringing the position to 17,868 shares worth $843K. The position accounts for 0.08% of the portfolio, ranked #130.

KMG Fiduciary Partners first reported a position in CGGR in Q3 2024 and has held it in 8 quarters since. The position peaked at $944K in Q4 2024. 653 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

KMG Fiduciary Partners held 17,868 shares of Capital Group Growth ETF worth $843K as of Q2 2026.
KMG Fiduciary Partners bought 298 Capital Group Growth ETF shares in Q2 2026, an estimated $13.5K.
Capital Group Growth ETF made up 0.08% of KMG Fiduciary Partners's portfolio in Q2 2026, its #130 holding.
KMG Fiduciary Partners first reported a position in Capital Group Growth ETF in Q3 2024 and has held it in 8 quarters since.
KMG Fiduciary Partners's Capital Group Growth ETF position peaked at $944K in Q4 2024.
653 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.