Lantz Financial’s Capital Group Growth ETF CGGR Stock Holding History

Lantz Financial’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	$7.3M	Buy	154,731 +8,961	+6%	+$405K	1.34%	18
2026 Q1	$5.86M	Buy	145,770 +5,877	+4%	+$254K	1.21%	20
2025 Q4	$6.22M	Buy	139,893 +40,618	+41%	+$1.79M	1.31%	19
2025 Q3	$4.36M	Buy	99,275 +3,998	+4%	+$169K	0.96%	24
2025 Q2	$3.87M	Buy	95,277 +2,356	+3%	+$86K	0.97%	22
2025 Q1	$3.18M	Buy	92,921 +4,503	+5%	+$168K	0.87%	24
2024 Q4	$3.29M	Buy	88,418 +3,666	+4%	+$135K	0.88%	24
2024 Q3	$2.95M	Buy	84,752 +5,208	+7%	+$173K	0.8%	28
2024 Q2	$2.62M	Buy	79,544 +2,380	+3%	+$75.5K	0.81%	23
2024 Q1	$2.47M	Buy	77,164 +2,676	+4%	+$80.5K	0.79%	32
2023 Q4	$2.1M	Buy	74,488 +4,135	+6%	+$107K	0.76%	31
2023 Q3	$1.72M	Buy	70,353 +2,947	+4%	+$74.8K	0.69%	38
2023 Q2	$1.7M	Buy	67,406 +9,459	+16%	+$220K	0.67%	45
2023 Q1	$1.3M	Buy	57,947 +13,872	+31%	+$301K	0.54%	61
2022 Q4	$879K	Buy	+44,075	New	+$897K	0.4%	68

Other funds holding CGGR

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

AFA

AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

WSA

Wealth Science Advisors Alpharetta, Georgia $225M AUM

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Lantz Financial's CGGR Position: Q2 2026 in Review

Lantz Financial increased its Capital Group Growth ETF (CGGR) stake by 6.1% in Q2 2026, buying an estimated $405K and bringing the position to 154,731 shares worth $7.3M. The position accounts for 1.34% of the portfolio, ranked #18.

Lantz Financial first reported a position in CGGR in Q4 2022 and has held it in 15 quarters since. 153 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Lantz Financial held 154,731 shares of Capital Group Growth ETF worth $7.3M as of Q2 2026.
Lantz Financial bought 8,961 Capital Group Growth ETF shares in Q2 2026, an estimated $405K.
Capital Group Growth ETF made up 1.34% of Lantz Financial's portfolio in Q2 2026, its #18 holding.
Lantz Financial first reported a position in Capital Group Growth ETF in Q4 2022 and has held it in 15 quarters since.
153 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.