LAM
CGGR icon

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

Lewis 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 		$250K Buy
5,305
+250
+5% +$11.3K 0.09% 190
2026
Q1 		$203K Buy
+5,055
New +$218K 0.08% 194

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

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

Lewis Asset Management increased its Capital Group Growth ETF (CGGR) stake by 4.9% in Q2 2026, buying an estimated $11.3K and bringing the position to 5,305 shares worth $250K. The position accounts for 0.09% of the portfolio, ranked #190.

Lewis Asset Management first reported a position in CGGR in Q1 2026 and has held it in 2 quarters since. 333 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Lewis Asset Management held 5,305 shares of Capital Group Growth ETF worth $250K as of Q2 2026.
  • Lewis Asset Management bought 250 Capital Group Growth ETF shares in Q2 2026, an estimated $11.3K.
  • Capital Group Growth ETF made up 0.09% of Lewis Asset Management's portfolio in Q2 2026, its #190 holding.
  • Lewis Asset Management first reported a position in Capital Group Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 333 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.