Richards, Merrill & Peterson’s Capital Group Growth ETF CGGR Stock Holding History

Richards, Merrill & Peterson’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	$4.09M	Buy	86,679 +1,937	+2%	+$87.6K	1.3%	19
2026 Q1	$3.41M	Buy	84,742 +14,965	+21%	+$646K	1.25%	17
2025 Q4	$3.1M	Buy	69,777 +22,884	+49%	+$1.01M	1.19%	19
2025 Q3	$2.06M	Buy	46,893 +5,083	+12%	+$215K	0.89%	27
2025 Q2	$1.7M	Buy	41,810 +3,261	+8%	+$119K	0.81%	28
2025 Q1	$1.32M	Buy	38,549 +3,908	+11%	+$146K	0.69%	38
2024 Q4	$1.29M	Buy	+34,641	New	+$1.27M	0.67%	37

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

Richards, Merrill & Peterson's CGGR Position: Q2 2026 in Review

Richards, Merrill & Peterson increased its Capital Group Growth ETF (CGGR) stake by 2.3% in Q2 2026, buying an estimated $87.6K and bringing the position to 86,679 shares worth $4.09M. The position accounts for 1.3% of the portfolio, ranked #19.

Richards, Merrill & Peterson first reported a position in CGGR in Q4 2024 and has held it in 7 quarters since. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Richards, Merrill & Peterson held 86,679 shares of Capital Group Growth ETF worth $4.09M as of Q2 2026.
Richards, Merrill & Peterson bought 1,937 Capital Group Growth ETF shares in Q2 2026, an estimated $87.6K.
Capital Group Growth ETF made up 1.3% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #19 holding.
Richards, Merrill & Peterson first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 7 quarters since.
651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.