Richmond Investment Services’s Capital Group Growth ETF CGGR Stock Holding History

Richmond Investment Services’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	–	Sell	-44,977	Closed	-$1.81M	–	158
2026 Q1	$1.81M	Buy	44,977 +5,290	+13%	+$228K	0.29%	61
2025 Q4	$1.76M	Buy	39,687 +13,172	+50%	+$582K	0.31%	52
2025 Q3	$1.16M	Buy	26,515 +4,254	+19%	+$180K	0.22%	68
2025 Q2	$905K	Buy	+22,261	New	+$812K	0.19%	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

Richmond Investment Services's CGGR Position: Q2 2026 in Review

Richmond Investment Services sold out of Capital Group Growth ETF (CGGR) in Q2 2026, closing a stake of 44,977 shares — an estimated $1.81M sold.

Richmond Investment Services first reported a position in CGGR in Q2 2025 and held it in 4 quarters. The position peaked at $1.81M in Q1 2026. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Richmond Investment Services reported no remaining Capital Group Growth ETF position as of Q2 2026 after selling out during the quarter.
Richmond Investment Services sold 44,977 Capital Group Growth ETF shares in Q2 2026, an estimated $1.81M.
Richmond Investment Services first reported a position in Capital Group Growth ETF in Q2 2025 and held it in 4 quarters.
Richmond Investment Services's Capital Group Growth ETF position peaked at $1.81M in Q1 2026.
652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Richmond Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.