Plante Moran Financial Advisors’s Capital Group Growth ETF CGGR Stock Holding History

Plante Moran Financial Advisors’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	$104K	Hold	2,200	–	–	﹤0.01%	239
2026 Q1	$88.4K	Hold	2,200	–	–	0.01%	241
2025 Q4	$97.8K	Sell	2,200 -505	-19%	-$22.3K	0.01%	233
2025 Q3	$119K	Sell	2,705 -368	-12%	-$15.5K	0.01%	220
2025 Q2	$125K	Hold	3,073	–	–	0.01%	209
2025 Q1	$105K	Hold	3,073	–	–	0.01%	236
2024 Q4	$114K	Hold	3,073	–	–	0.01%	234
2024 Q3	$107K	Buy	3,073 +5	+0.2%	+$166	0.01%	272
2024 Q2	$101K	Sell	3,068 -4,961	-62%	-$157K	0.01%	242
2024 Q1	$257K	Buy	+8,029	New	+$241K	0.03%	149

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

Plante Moran Financial Advisors's CGGR Position: Q2 2026 in Review

Plante Moran Financial Advisors held its Capital Group Growth ETF (CGGR) position steady in Q2 2026 at 2,200 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #239.

Plante Moran Financial Advisors first reported a position in CGGR in Q1 2024 and has held it in 10 quarters since. The position peaked at $257K in Q1 2024. 443 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Plante Moran Financial Advisors held 2,200 shares of Capital Group Growth ETF worth $104K as of Q2 2026.
Plante Moran Financial Advisors left its Capital Group Growth ETF share count unchanged in Q2 2026.
Capital Group Growth ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #239 holding.
Plante Moran Financial Advisors first reported a position in Capital Group Growth ETF in Q1 2024 and has held it in 10 quarters since.
Plante Moran Financial Advisors's Capital Group Growth ETF position peaked at $257K in Q1 2024.
443 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.