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

LPL 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	$2.83B	Buy	59,907,998 +7,346,421	+14%	+$332M	0.64%	27
2026 Q1	$2.11B	Buy	52,561,577 +7,150,524	+16%	+$309M	0.56%	30
2025 Q4	$2.02B	Buy	45,411,053 +6,814,693	+18%	+$301M	0.55%	32
2025 Q3	$1.7B	Buy	38,596,360 +8,552,665	+28%	+$361M	0.49%	37
2025 Q2	$1.22B	Buy	30,043,695 +7,208,835	+32%	+$263M	0.41%	46
2025 Q1	$782M	Buy	22,834,860 +6,059,534	+36%	+$227M	0.3%	66
2024 Q4	$624M	Buy	16,775,326 +4,337,156	+35%	+$159M	0.25%	86
2024 Q3	$433M	Buy	12,438,170 +2,456,913	+25%	+$81.4M	0.19%	108
2024 Q2	$328M	Buy	9,981,257 +1,016,246	+11%	+$32.2M	0.16%	122
2024 Q1	$287M	Buy	8,965,011 +3,014,111	+51%	+$90.6M	0.15%	127
2023 Q4	$168M	Buy	5,950,900 +1,470,436	+33%	+$38M	0.1%	181
2023 Q3	$110M	Buy	4,480,464 +515,441	+13%	+$13.1M	0.08%	232
2023 Q2	$100M	Buy	3,965,023 +679,156	+21%	+$15.8M	0.07%	251
2023 Q1	$73.8M	Buy	3,285,867 +483,804	+17%	+$10.5M	0.06%	305
2022 Q4	$55.9M	Buy	2,802,063 +1,240,999	+79%	+$25.3M	0.05%	366
2022 Q3	$30.5M	Buy	1,561,064 +1,122,809	+256%	+$24M	0.03%	482
2022 Q2	$8.75M	Buy	+438,255	New	+$9.88M	0.01%	1043

Other funds holding CGGR

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

LPL Financial's CGGR Position: Q2 2026 in Review

LPL Financial increased its Capital Group Growth ETF (CGGR) stake by 14% in Q2 2026, buying an estimated $332M and bringing the position to 59,907,998 shares worth $2.83B. The position accounts for 0.64% of the portfolio, ranked #27.

LPL Financial first reported a position in CGGR in Q2 2022 and has held it in 17 quarters since. 650 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

LPL Financial held 59,907,998 shares of Capital Group Growth ETF worth $2.83B as of Q2 2026.
LPL Financial bought 7,346,421 Capital Group Growth ETF shares in Q2 2026, an estimated $332M.
Capital Group Growth ETF made up 0.64% of LPL Financial's portfolio in Q2 2026, its #27 holding.
LPL Financial first reported a position in Capital Group Growth ETF in Q2 2022 and has held it in 17 quarters since.
650 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.