M Holdings Securities’s Capital Group Growth ETF CGGR Stock Holding History

M Holdings Securities’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	$1.27M	Buy	27,437 +153	+0.6%	+$6.92K	0.17%	83
2026 Q1	$1.16M	Buy	27,284 +4,284	+19%	+$185K	0.08%	182
2025 Q4	$1.02M	Buy	23,000 +7,906	+52%	+$349K	0.07%	187
2025 Q3	$663K	Sell	15,094 -2,419	-14%	-$102K	0.14%	67
2025 Q2	$709K	Buy	+17,513	New	+$639K	0.12%	115

Other funds holding CGGR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 22.9% 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

M Holdings Securities's CGGR Position: Q2 2026 in Review

M Holdings Securities increased its Capital Group Growth ETF (CGGR) stake by 0.56% in Q2 2026, buying an estimated $6.92K and bringing the position to 27,437 shares worth $1.27M. The position accounts for 0.17% of the portfolio, ranked #83.

M Holdings Securities first reported a position in CGGR in Q2 2025 and has held it in 5 quarters since. 653 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

M Holdings Securities held 27,437 shares of Capital Group Growth ETF worth $1.27M as of Q2 2026.
M Holdings Securities bought 153 Capital Group Growth ETF shares in Q2 2026, an estimated $6.92K.
Capital Group Growth ETF made up 0.17% of M Holdings Securities's portfolio in Q2 2026, its #83 holding.
M Holdings Securities first reported a position in Capital Group Growth ETF in Q2 2025 and has held it in 5 quarters since.
653 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.