Lincoln Capital’s Capital Group Growth ETF CGGR Stock Holding History

Lincoln Capital’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	$3.41M	Buy	72,265 +7,305	+11%	+$330K	0.61%	33
2026 Q1	$2.61M	Sell	64,960 -1,371	-2%	-$59.2K	0.49%	37
2025 Q4	$2.95M	Buy	66,331 +5,397	+9%	+$238K	0.53%	34
2025 Q3	$2.7M	Buy	60,934 +3,080	+5%	+$130K	0.51%	37
2025 Q2	$2.35M	Buy	57,854 +1,601	+3%	+$58.4K	0.45%	39
2025 Q1	$1.83M	Buy	56,253 +14,802	+36%	+$554K	0.38%	44
2024 Q4	$1.54M	Buy	41,451 +12,390	+43%	+$455K	0.32%	43
2024 Q3	$1.01M	Buy	29,061 +1,659	+6%	+$55K	0.21%	54
2024 Q2	$901K	Buy	27,402 +2,430	+10%	+$77.1K	0.2%	59
2024 Q1	$799K	Buy	24,972 +3,214	+15%	+$96.6K	0.18%	62
2023 Q4	$614K	Buy	21,758 +1,200	+6%	+$31K	0.15%	66
2023 Q3	$504K	Buy	20,558 +699	+4%	+$17.7K	0.13%	68
2023 Q2	$501K	Buy	19,859 +1,343	+7%	+$31.3K	0.13%	72
2023 Q1	$413K	Buy	18,516 +2,973	+19%	+$64.6K	0.11%	78
2022 Q4	$310K	Buy	15,543 +105	+0.7%	+$2.14K	0.09%	84
2022 Q3	$301K	Buy	15,438 +4,235	+38%	+$90.5K	0.09%	84
2022 Q2	$224K	Buy	+11,203	New	+$252K	0.06%	99

Other funds holding CGGR

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 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

Lincoln Capital's CGGR Position: Q2 2026 in Review

Lincoln Capital increased its Capital Group Growth ETF (CGGR) stake by 11% in Q2 2026, buying an estimated $330K and bringing the position to 72,265 shares worth $3.41M. The position accounts for 0.61% of the portfolio, ranked #33.

Lincoln Capital first reported a position in CGGR in Q2 2022 and has held it in 17 quarters since. 394 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Lincoln Capital held 72,265 shares of Capital Group Growth ETF worth $3.41M as of Q2 2026.
Lincoln Capital bought 7,305 Capital Group Growth ETF shares in Q2 2026, an estimated $330K.
Capital Group Growth ETF made up 0.61% of Lincoln Capital's portfolio in Q2 2026, its #33 holding.
Lincoln Capital first reported a position in Capital Group Growth ETF in Q2 2022 and has held it in 17 quarters since.
394 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Lincoln Capital's 13F filing for Q2 2026, filed 7 Jul 2026.