Roehl & Yi Investment Advisors’s Capital Group Growth ETF CGGR Stock Holding History

Roehl & Yi Investment Advisors’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	$5.06M	Buy	112,176 +43,695	+64%	+$1.98M	1.67%	13
2026 Q1	$2.56M	Buy	68,481 +24,596	+56%	+$1.06M	0.96%	27
2025 Q4	$1.73M	Buy	43,885 +7,336	+20%	+$324K	0.69%	32
2025 Q3	$1.39M	Buy	36,549 +18,661	+104%	+$788K	0.6%	36
2025 Q2	$529K	Buy	17,888 +5,938	+50%	+$217K	0.27%	85
2025 Q1	$243K	Buy	11,950 +1,509	+14%	+$56.5K	0.13%	131
2024 Q4	$207K	Buy	+10,441	New	+$384K	0.11%	145

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

Roehl & Yi Investment Advisors's CGGR Position: Q2 2026 in Review

Roehl & Yi Investment Advisors increased its Capital Group Growth ETF (CGGR) stake by 64% in Q2 2026, buying an estimated $1.98M and bringing the position to 112,176 shares worth $5.06M. The position accounts for 1.67% of the portfolio, ranked #13.

Roehl & Yi Investment Advisors first reported a position in CGGR in Q4 2024 and has held it in 7 quarters since. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Roehl & Yi Investment Advisors held 112,176 shares of Capital Group Growth ETF worth $5.06M as of Q2 2026.
Roehl & Yi Investment Advisors bought 43,695 Capital Group Growth ETF shares in Q2 2026, an estimated $1.98M.
Capital Group Growth ETF made up 1.67% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #13 holding.
Roehl & Yi Investment Advisors first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 7 quarters since.
652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.