Lynch & Associates’s Capital Group Growth ETF CGGR Stock Holding History

Lynch & Associates’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 Q3	$23M	Buy	485,392 +411,757	+559%	+$19.2M	3.29%	3
2026 Q2	$3.48M	Buy	73,635 +14,183	+24%	+$641K	0.61%	48
2026 Q1	$2.39M	Buy	59,452 +21,509	+57%	+$929K	0.45%	58
2025 Q4	$1.69M	Buy	37,943 +4,921	+15%	+$217K	0.32%	67
2025 Q3	$1.45M	Buy	33,022 +1,809	+6%	+$76.4K	0.28%	71
2025 Q2	$1.27M	Buy	31,213 +5,312	+21%	+$194K	0.26%	74
2025 Q1	$887K	Buy	25,901 +8,425	+48%	+$315K	0.19%	79
2024 Q4	$650K	Buy	17,476 +1,285	+8%	+$47.2K	0.14%	82
2024 Q3	$563K	Buy	16,191 +1,975	+14%	+$65.5K	0.12%	91
2024 Q2	$468K	Buy	14,216 +1,199	+9%	+$38K	0.11%	93
2024 Q1	$416K	Buy	13,017 +1,320	+11%	+$39.7K	0.1%	96
2023 Q4	$330K	Buy	11,697 +1,591	+16%	+$41.1K	0.08%	99
2023 Q3	$248K	Buy	+10,106	New	+$257K	0.07%	101

Other funds holding CGGR

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JSF Financial Los Angeles, California $655M AUM 20.11% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Ergawealth Advisors Oak Brook, Illinois $253M AUM 8.74% 1-Year Est. Return

Lynch & Associates's CGGR Position: Q3 2026 in Review

Lynch & Associates increased its Capital Group Growth ETF (CGGR) stake by 559% in Q3 2026, buying an estimated $19.2M and bringing the position to 485,392 shares worth $23M. The position accounts for 3.29% of the portfolio, ranked #3.

Lynch & Associates first reported a position in CGGR in Q3 2023 and has held it in 13 quarters since. 223 funds tracked by Wall St. Rank hold CGGR as of Q3 2026.

Lynch & Associates held 485,392 shares of Capital Group Growth ETF worth $23M as of Q3 2026.
Lynch & Associates bought 411,757 Capital Group Growth ETF shares in Q3 2026, an estimated $19.2M.
Capital Group Growth ETF made up 3.29% of Lynch & Associates's portfolio in Q3 2026, its #3 holding.
Lynch & Associates first reported a position in Capital Group Growth ETF in Q3 2023 and has held it in 13 quarters since.
223 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2026.

Based on Lynch & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.