McCarthy Asset Management
CGGR icon

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
Q3 		$10.4M Buy
219,602
+4,963
+2% +$231K 4.98% 8
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
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Forge Financial Services
Forge Financial Services Edmond, Oklahoma $1.17B AUM 12.47% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

McCarthy Asset Management's CGGR Position: Q3 2026 in Review

McCarthy Asset Management increased its Capital Group Growth ETF (CGGR) stake by 2.3% in Q3 2026, buying an estimated $231K and bringing the position to 219,602 shares worth $10.4M. The position accounts for 4.98% of the portfolio, ranked #8.

McCarthy Asset Management first reported a position in CGGR in Q4 2023 and has held it in 11 quarters since. 401 funds tracked by Wall St. Rank hold CGGR as of Q3 2026.

  • McCarthy Asset Management held 219,602 shares of Capital Group Growth ETF worth $10.4M as of Q3 2026.
  • McCarthy Asset Management bought 4,963 Capital Group Growth ETF shares in Q3 2026, an estimated $231K.
  • Capital Group Growth ETF made up 4.98% of McCarthy Asset Management's portfolio in Q3 2026, its #8 holding.
  • McCarthy Asset Management first reported a position in Capital Group Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 401 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2026.

Based on McCarthy Asset Management's 13F filing for Q3 2026, filed 20 Oct 2026.