M.E. Allison & Co’s Capital Group Growth ETF CGGR Stock Holding History

M.E. Allison & Co’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	$8.52M	Buy	180,590 +12,610	+8%	+$570K	4.91%	1
2026 Q1	$6.77M	Buy	167,980 +8,610	+5%	+$372K	4.49%	1
2025 Q4	$7.09M	Buy	159,370 +8,962	+6%	+$396K	4.82%	1
2025 Q3	$6.61M	Buy	150,408 +16,615	+12%	+$702K	4.6%	1
2025 Q2	$5.44M	Buy	133,793 +33,935	+34%	+$1.24M	4.37%	1
2025 Q1	$3.42M	Buy	99,858 +16,515	+20%	+$618K	3.38%	3
2024 Q4	$3.1M	Buy	+83,343	New	+$3.06M	3.41%	3

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 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

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

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

M.E. Allison & Co's CGGR Position: Q2 2026 in Review

M.E. Allison & Co increased its Capital Group Growth ETF (CGGR) stake by 7.5% in Q2 2026, buying an estimated $570K and bringing the position to 180,590 shares worth $8.52M. The position accounts for 4.91% of the portfolio, ranked #1.

M.E. Allison & Co first reported a position in CGGR in Q4 2024 and has held it in 7 quarters since. 123 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

M.E. Allison & Co held 180,590 shares of Capital Group Growth ETF worth $8.52M as of Q2 2026.
M.E. Allison & Co bought 12,610 Capital Group Growth ETF shares in Q2 2026, an estimated $570K.
Capital Group Growth ETF made up 4.91% of M.E. Allison & Co's portfolio in Q2 2026, its #1 holding.
M.E. Allison & Co first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 7 quarters since.
123 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on M.E. Allison & Co's 13F filing for Q2 2026, filed 7 Jul 2026.