MFS
CGGR icon

McNamara Financial Services’s Capital Group Growth ETF CGGR Stock Holding History

McNamara Financial Services’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 		$434K Sell
9,202
-957
-9% -$43.3K 0.07% 80
2026
Q1 		$408K Buy
10,159
+2,616
+35% +$113K 0.08% 72
2025
Q4 		$335K Buy
7,543
+1,189
+19% +$52.5K 0.06% 76
2025
Q3 		$279K Sell
6,354
-246
-4% -$10.4K 0.05% 80
2025
Q2 		$268K Sell
6,600
-5,783
-47% -$211K 0.05% 79
2025
Q1 		$424K Buy
+12,383
New +$463K 0.09% 57
2024
Q4 		– Sell
-10,414
Closed -$362K – 80
2024
Q3 		$362K Buy
10,414
+3,209
+45% +$106K 0.07% 63
2024
Q2 		$237K Buy
+7,205
New +$229K 0.05% 71

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
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 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

McNamara Financial Services's CGGR Position: Q2 2026 in Review

McNamara Financial Services reduced its Capital Group Growth ETF (CGGR) stake by 9.4% in Q2 2026, selling an estimated $43.3K and leaving 9,202 shares worth $434K. The position accounts for 0.07% of the portfolio, ranked #80.

McNamara Financial Services first reported a position in CGGR in Q2 2024 and has held it in 8 quarters since. 199 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • McNamara Financial Services held 9,202 shares of Capital Group Growth ETF worth $434K as of Q2 2026.
  • McNamara Financial Services sold 957 Capital Group Growth ETF shares in Q2 2026, an estimated $43.3K.
  • Capital Group Growth ETF made up 0.07% of McNamara Financial Services's portfolio in Q2 2026, its #80 holding.
  • McNamara Financial Services first reported a position in Capital Group Growth ETF in Q2 2024 and has held it in 8 quarters since.
  • 199 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on McNamara Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.