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 Q3	$371K	Buy	7,824 +2,067	+36%	+$96.3K	0.01%	275
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 $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Forge Financial Services Edmond, Oklahoma $1.17B AUM 12.47% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Root Financial Partners's CGGR Position: Q3 2026 in Review

Root Financial Partners increased its Capital Group Growth ETF (CGGR) stake by 36% in Q3 2026, buying an estimated $96.3K and bringing the position to 7,824 shares worth $371K. The position accounts for 0.01% of the portfolio, ranked #275.

Root Financial Partners first reported a position in CGGR in Q3 2025 and has held it in 5 quarters since. The position peaked at $376K in Q4 2025. 428 funds tracked by Wall St. Rank hold CGGR as of Q3 2026.

Root Financial Partners held 7,824 shares of Capital Group Growth ETF worth $371K as of Q3 2026.
Root Financial Partners bought 2,067 Capital Group Growth ETF shares in Q3 2026, an estimated $96.3K.
Capital Group Growth ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #275 holding.
Root Financial Partners first reported a position in Capital Group Growth ETF in Q3 2025 and has held it in 5 quarters since.
Root Financial Partners's Capital Group Growth ETF position peaked at $376K in Q4 2025.
428 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.