Root Financial Partners’s Capital Group Growth ETF CGGR Stock Holding History

Root 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 Q2	$272K	Sell	5,757 -246	-4%	-$11.1K	0.01%	312
2026 Q1	$241K	Sell	6,003 -2,445	-29%	-$106K	0.01%	297
2025 Q4	$376K	Buy	8,448 +2,948	+54%	+$130K	0.02%	197
2025 Q3	$242K	Buy	+5,500	New	+$232K	0.01%	244

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

Root Financial Partners's CGGR Position: Q2 2026 in Review

Root Financial Partners reduced its Capital Group Growth ETF (CGGR) stake by 4.1% in Q2 2026, selling an estimated $11.1K and leaving 5,757 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #312.

Root Financial Partners first reported a position in CGGR in Q3 2025 and has held it in 4 quarters since. The position peaked at $376K in Q4 2025. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Root Financial Partners held 5,757 shares of Capital Group Growth ETF worth $272K as of Q2 2026.
Root Financial Partners sold 246 Capital Group Growth ETF shares in Q2 2026, an estimated $11.1K.
Capital Group Growth ETF made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #312 holding.
Root Financial Partners first reported a position in Capital Group Growth ETF in Q3 2025 and has held it in 4 quarters since.
Root Financial Partners's Capital Group Growth ETF position peaked at $376K in Q4 2025.
652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.