Quantum Financial Partners
CGGR icon

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
Q3 		$10.8M Sell
227,460
-20,189
-8% -$940K 5.56% 1
2026
Q2 		$11.7M Buy
+247,649
New +$11.2M 5.98% 1

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Quantum Financial Partners's CGGR Position: Q3 2026 in Review

Quantum Financial Partners reduced its Capital Group Growth ETF (CGGR) stake by 8.2% in Q3 2026, selling an estimated $940K and leaving 227,460 shares worth $10.8M. The position accounts for 5.56% of the portfolio, ranked #1.

Quantum Financial Partners first reported a position in CGGR in Q2 2026 and has held it in 2 quarters since. The position peaked at $11.7M in Q2 2026. 393 funds tracked by Wall St. Rank hold CGGR as of Q3 2026.

  • Quantum Financial Partners held 227,460 shares of Capital Group Growth ETF worth $10.8M as of Q3 2026.
  • Quantum Financial Partners sold 20,189 Capital Group Growth ETF shares in Q3 2026, an estimated $940K.
  • Capital Group Growth ETF made up 5.56% of Quantum Financial Partners's portfolio in Q3 2026, its #1 holding.
  • Quantum Financial Partners first reported a position in Capital Group Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • Quantum Financial Partners's Capital Group Growth ETF position peaked at $11.7M in Q2 2026.
  • 393 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2026.

Based on Quantum Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.