Quantum Financial Partners’s Capital Group Growth ETF CGGR Stock Holding History

Quantum Financial Partners’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	$11.7M	Buy	+247,649	New	+$11.2M	5.98%	1

Other funds holding CGGR

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

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

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Wealth Science Advisors Alpharetta, Georgia $225M AUM

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Quantum Financial Partners's CGGR Position: Q2 2026 in Review

Quantum Financial Partners opened a new position in Capital Group Growth ETF (CGGR) in Q2 2026: 247,649 shares worth $11.7M. The stake represents 5.98% of the portfolio and ranks #1 among its holdings.

163 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Quantum Financial Partners held 247,649 shares of Capital Group Growth ETF worth $11.7M as of Q2 2026.
Capital Group Growth ETF was a new Quantum Financial Partners position in Q2 2026.
Capital Group Growth ETF made up 5.98% of Quantum Financial Partners's portfolio in Q2 2026, its #1 holding.
163 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Quantum Financial Partners's 13F filing for Q2 2026, filed 20 Jul 2026.