McCarthy Asset Management’s Capital Group Growth ETF CGGR Stock Holding History

McCarthy Asset Management’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	$10.1M	Buy	+214,639	New	+$9.7M	4.8%	9
2025 Q4	$9.12M	Buy	205,176 +179,762	+707%	+$7.94M	4.76%	9
2025 Q3	$1.12M	Buy	25,414 +7,477	+42%	+$316K	0.72%	15
2025 Q2	$729K	Sell	17,937 -1,239	-6%	-$45.2K	0.5%	15
2025 Q1	$657K	Buy	19,176 +521	+3%	+$19.5K	0.48%	16
2024 Q4	$693K	Buy	18,655 +3,202	+21%	+$118K	0.49%	16
2024 Q3	$538K	Buy	15,453 +996	+7%	+$33K	0.33%	23
2024 Q2	$475K	Buy	14,457 +4,192	+41%	+$133K	0.28%	31
2024 Q1	$328K	Buy	10,265 +2,595	+34%	+$78K	0.2%	30
2023 Q4	$217K	Buy	+7,670	New	+$198K	0.14%	33

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 22.96% 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

McCarthy Asset Management's CGGR Position: Q2 2026 in Review

McCarthy Asset Management opened a new position in Capital Group Growth ETF (CGGR) in Q2 2026: 214,639 shares worth $10.1M. The stake represents 4.8% of the portfolio and ranks #9 among its holdings. This is a return to the name: McCarthy Asset Management previously reported a position in CGGR as recently as Q4 2025.

McCarthy Asset Management first reported a position in CGGR in Q4 2023 and has held it in 10 quarters since. 653 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

McCarthy Asset Management held 214,639 shares of Capital Group Growth ETF worth $10.1M as of Q2 2026.
Capital Group Growth ETF was a new McCarthy Asset Management position in Q2 2026.
Capital Group Growth ETF made up 4.8% of McCarthy Asset Management's portfolio in Q2 2026, its #9 holding.
McCarthy Asset Management first reported a position in Capital Group Growth ETF in Q4 2023 and has held it in 10 quarters since.
653 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on McCarthy Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.