Koshinski Asset Management’s Capital Group Growth ETF CGGR Stock Holding History

Koshinski Asset Management’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	$8.41M	Buy	178,267 +4,487	+3%	+$203K	0.45%	49
2026 Q1	$6.98M	Buy	173,780 +3,941	+2%	+$170K	0.44%	52
2025 Q4	$7.55M	Buy	169,839 +9,683	+6%	+$428K	0.49%	46
2025 Q3	$7.03M	Buy	160,156 +15,462	+11%	+$653K	0.47%	45
2025 Q2	$5.88M	Buy	144,694 +10,094	+7%	+$368K	0.44%	42
2025 Q1	$4.61M	Buy	134,600 +24,285	+22%	+$909K	0.39%	52
2024 Q4	$4.1B	Buy	110,315 +9,662	+10%	+$355K	0.35%	56
2024 Q3	$3.5M	Buy	100,653 +8,308	+9%	+$275K	0.3%	75
2024 Q2	$3.12M	Buy	92,345 +37,114	+67%	+$1.18M	0.29%	76
2024 Q1	$1.77M	Buy	55,231 +45,007	+440%	+$1.35M	0.18%	123
2023 Q4	$289K	Sell	10,224 -32,295	-76%	-$835K	0.04%	404
2023 Q3	$1.04M	Buy	42,519 +5,939	+16%	+$151K	0.12%	174
2023 Q2	$923K	Sell	36,580 -6	-0%	-$140	0.1%	209
2023 Q1	$822K	Buy	36,586 +7,320	+25%	+$159K	0.08%	239
2022 Q4	$584K	Buy	+29,266	New	+$596K	0.06%	327

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

Koshinski Asset Management's CGGR Position: Q2 2026 in Review

Koshinski Asset Management increased its Capital Group Growth ETF (CGGR) stake by 2.6% in Q2 2026, buying an estimated $203K and bringing the position to 178,267 shares worth $8.41M. The position accounts for 0.45% of the portfolio, ranked #49.

Koshinski Asset Management first reported a position in CGGR in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.1B in Q4 2024. 650 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Koshinski Asset Management held 178,267 shares of Capital Group Growth ETF worth $8.41M as of Q2 2026.
Koshinski Asset Management bought 4,487 Capital Group Growth ETF shares in Q2 2026, an estimated $203K.
Capital Group Growth ETF made up 0.45% of Koshinski Asset Management's portfolio in Q2 2026, its #49 holding.
Koshinski Asset Management first reported a position in Capital Group Growth ETF in Q4 2022 and has held it in 15 quarters since.
Koshinski Asset Management's Capital Group Growth ETF position peaked at $4.1B in Q4 2024.
650 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.