Patriot Financial Group Insurance Agency’s Capital Group Growth ETF CGGR Stock Holding History

Patriot Financial Group Insurance Agency’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	$261K	Sell	5,537 -5,327	-49%	-$241K	0.03%	417
2026 Q1	$437K	Buy	10,864 +5,795	+114%	+$250K	0.02%	475
2025 Q4	$225K	Buy	+5,069	New	+$224K	0.03%	453
2025 Q3	–	Sell	-7,254	Closed	-$295K	–	496
2025 Q2	$295K	Buy	7,254 +139	+2%	+$5.07K	0.03%	410
2025 Q1	$244K	Sell	7,115 -587	-8%	-$22K	0.03%	418
2024 Q4	$286K	Sell	7,702 -23	-0.3%	-$845	0.04%	378
2024 Q3	$269K	Buy	7,725 +1,334	+21%	+$44.2K	0.04%	407
2024 Q2	$210K	Buy	+6,391	New	+$203K	0.03%	440

Other funds holding CGGR

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FFS

Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CGGR Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Capital Group Growth ETF (CGGR) stake by 49% in Q2 2026, selling an estimated $241K and leaving 5,537 shares worth $261K. The position accounts for 0.03% of the portfolio, ranked #417.

Patriot Financial Group Insurance Agency first reported a position in CGGR in Q2 2024 and has held it in 8 quarters since. The position peaked at $437K in Q1 2026. 443 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Patriot Financial Group Insurance Agency held 5,537 shares of Capital Group Growth ETF worth $261K as of Q2 2026.
Patriot Financial Group Insurance Agency sold 5,327 Capital Group Growth ETF shares in Q2 2026, an estimated $241K.
Capital Group Growth ETF made up 0.03% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #417 holding.
Patriot Financial Group Insurance Agency first reported a position in Capital Group Growth ETF in Q2 2024 and has held it in 8 quarters since.
Patriot Financial Group Insurance Agency's Capital Group Growth ETF position peaked at $437K in Q1 2026.
443 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.