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Kuhn & Co Investment Counsel’s Capital Group Growth ETF CGGR Stock Holding History

Kuhn & Co Investment Counsel’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 		$6.07M Sell
128,639
-4,062
-3% -$184K 3.51% 5
2026
Q1 		$5.33M Buy
132,701
+10,267
+8% +$443K 3.44% 3
2025
Q4 		$5.44M Buy
122,434
+7,282
+6% +$322K 3.63% 3
2025
Q3 		$5.06M Sell
115,152
-7,588
-6% -$320K 4% 3
2025
Q2 		$4.99M Buy
122,740
+12,649
+11% +$462K 3.77% 2
2025
Q1 		$3.77M Buy
110,091
+5,519
+5% +$207K 3.18% 3
2024
Q4 		$3.89M Buy
104,572
+153
+0.1% +$5.62K 3.31% 4
2024
Q3 		$3.63M Buy
104,419
+987
+1% +$32.7K 3.1% 4
2024
Q2 		$3.4M Buy
103,432
+7,055
+7% +$224K 3.05% 5
2024
Q1 		$3.08M Buy
96,377
+9,557
+11% +$287K 2.9% 5
2023
Q4 		$2.45M Buy
+86,820
New +$2.24M 2.51% 5

Other funds holding CGGR

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
NECFA
New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JF
JSF Financial Los Angeles, California $632M AUM 27.63% 1-Year Est. Return

Kuhn & Co Investment Counsel's CGGR Position: Q2 2026 in Review

Kuhn & Co Investment Counsel reduced its Capital Group Growth ETF (CGGR) stake by 3.1% in Q2 2026, selling an estimated $184K and leaving 128,639 shares worth $6.07M. The position accounts for 3.51% of the portfolio, ranked #5.

Kuhn & Co Investment Counsel first reported a position in CGGR in Q4 2023 and has held it in 11 quarters since. 333 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Kuhn & Co Investment Counsel held 128,639 shares of Capital Group Growth ETF worth $6.07M as of Q2 2026.
  • Kuhn & Co Investment Counsel sold 4,062 Capital Group Growth ETF shares in Q2 2026, an estimated $184K.
  • Capital Group Growth ETF made up 3.51% of Kuhn & Co Investment Counsel's portfolio in Q2 2026, its #5 holding.
  • Kuhn & Co Investment Counsel first reported a position in Capital Group Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 333 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q2 2026, filed 31 Jul 2026.