Rather & Kittrell’s Capital Group Growth ETF CGGR Stock Holding History

Rather & Kittrell’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	$1.36M	Sell	28,817 -672	-2%	-$30.4K	0.19%	44
2026 Q1	$1.19M	Sell	29,489 -25	-0.1%	-$1.08K	0.18%	45
2025 Q4	$1.31M	Hold	29,514	–	–	0.21%	39
2025 Q3	$1.3M	Buy	29,514 +9,536	+48%	+$403K	0.23%	39
2025 Q2	$812K	Buy	19,978 +78	+0.4%	+$2.85K	0.16%	50
2025 Q1	$682K	Buy	19,900 +1,213	+6%	+$45.4K	0.15%	54
2024 Q4	$695K	Buy	18,687 +7,510	+67%	+$276K	0.16%	51
2024 Q3	$389K	Buy	11,177 +786	+8%	+$26K	0.1%	64
2024 Q2	$342K	Buy	10,391 +2,591	+33%	+$82.2K	0.09%	65
2024 Q1	$250K	Buy	+7,800	New	+$235K	0.07%	73

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

Rather & Kittrell's CGGR Position: Q2 2026 in Review

Rather & Kittrell reduced its Capital Group Growth ETF (CGGR) stake by 2.3% in Q2 2026, selling an estimated $30.4K and leaving 28,817 shares worth $1.36M. The position accounts for 0.19% of the portfolio, ranked #44.

Rather & Kittrell first reported a position in CGGR in Q1 2024 and has held it in 10 quarters since. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Rather & Kittrell held 28,817 shares of Capital Group Growth ETF worth $1.36M as of Q2 2026.
Rather & Kittrell sold 672 Capital Group Growth ETF shares in Q2 2026, an estimated $30.4K.
Capital Group Growth ETF made up 0.19% of Rather & Kittrell's portfolio in Q2 2026, its #44 holding.
Rather & Kittrell first reported a position in Capital Group Growth ETF in Q1 2024 and has held it in 10 quarters since.
651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Rather & Kittrell's 13F filing for Q2 2026, filed 12 Aug 2026.