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

Larson Financial Group’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	$115K	Sell	2,434 -275	-10%	-$12.4K	﹤0.01%	1113
2026 Q1	$109K	Buy	2,709 +1,558	+135%	+$67.3K	﹤0.01%	954
2025 Q4	$51.2K	Hold	1,151	–	–	﹤0.01%	1217
2025 Q3	$50.6K	Hold	1,151	–	–	﹤0.01%	1157
2025 Q2	$46.8K	Buy	1,151 +138	+14%	+$5.04K	﹤0.01%	1100
2025 Q1	$34.7K	Hold	1,013	–	–	﹤0.01%	1160
2024 Q4	$37.7K	Buy	+1,013	New	+$37.2K	﹤0.01%	984

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

Larson Financial Group's CGGR Position: Q2 2026 in Review

Larson Financial Group reduced its Capital Group Growth ETF (CGGR) stake by 10% in Q2 2026, selling an estimated $12.4K and leaving 2,434 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #1113.

Larson Financial Group first reported a position in CGGR in Q4 2024 and has held it in 7 quarters since. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Larson Financial Group held 2,434 shares of Capital Group Growth ETF worth $115K as of Q2 2026.
Larson Financial Group sold 275 Capital Group Growth ETF shares in Q2 2026, an estimated $12.4K.
Capital Group Growth ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1113 holding.
Larson Financial Group first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 7 quarters since.
651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.