NBC Securities’s Capital Group Growth ETF CGGR Stock Holding History

NBC 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	$83.6K	Hold	1,772	–	–	0.01%	1131
2026 Q1	$71.2K	Hold	1,772	–	–	0.01%	1188
2025 Q4	$78.8K	Sell	1,772 -600	-25%	-$26.5K	0.01%	1166
2025 Q3	$104K	Sell	2,372 -55,273	-96%	-$2.33M	0.01%	1055
2025 Q2	$2.34M	Buy	57,645 +1,438	+3%	+$52.5K	0.19%	130
2025 Q1	$1.93M	Buy	56,207 +56,154	+105,951%	+$2.1M	0.16%	133
2024 Q4	$1.99K	Sell	53 -52,001	-100%	-$1.91M	0.18%	122
2024 Q3	$1.81M	Sell	52,054 -14,871	-22%	-$493K	0.15%	136
2024 Q2	$2.2M	Buy	66,925 +5,144	+8%	+$163K	0.2%	107
2024 Q1	$1.98M	Buy	61,781 +17,032	+38%	+$512K	0.19%	109
2023 Q4	$1.26M	Buy	44,749 +4,727	+12%	+$122K	0.13%	158
2023 Q3	$980K	Buy	+40,022	New	+$1.02M	0.11%	190

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

NBC Securities's CGGR Position: Q2 2026 in Review

NBC Securities held its Capital Group Growth ETF (CGGR) position steady in Q2 2026 at 1,772 shares worth $83.6K. The position accounts for 0.01% of the portfolio, ranked #1131.

NBC Securities first reported a position in CGGR in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.34M in Q2 2025. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

NBC Securities held 1,772 shares of Capital Group Growth ETF worth $83.6K as of Q2 2026.
NBC Securities left its Capital Group Growth ETF share count unchanged in Q2 2026.
Capital Group Growth ETF made up 0.01% of NBC Securities's portfolio in Q2 2026, its #1131 holding.
NBC Securities first reported a position in Capital Group Growth ETF in Q3 2023 and has held it in 12 quarters since.
NBC Securities's Capital Group Growth ETF position peaked at $2.34M in Q2 2025.
651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.