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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
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

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $225M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

Lynch & Associates's CGGR Position: Q2 2026 in Review

Lynch & Associates increased its Capital Group Growth ETF (CGGR) stake by 24% in Q2 2026, buying an estimated $641K and bringing the position to 73,635 shares worth $3.48M. The position accounts for 0.61% of the portfolio, ranked #48.

Lynch & Associates first reported a position in CGGR in Q3 2023 and has held it in 12 quarters since. 123 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Lynch & Associates held 73,635 shares of Capital Group Growth ETF worth $3.48M as of Q2 2026.
  • Lynch & Associates bought 14,183 Capital Group Growth ETF shares in Q2 2026, an estimated $641K.
  • Capital Group Growth ETF made up 0.61% of Lynch & Associates's portfolio in Q2 2026, its #48 holding.
  • Lynch & Associates first reported a position in Capital Group Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • 123 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Lynch & Associates's 13F filing for Q2 2026, filed 13 Jul 2026.