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Stephens Inc’s Capital Group Growth ETF CGGR Stock Holding History

Stephens Inc’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
Q1 		$17.7M Buy
441,078
+135,341
+44% +$5.84M 0.22% 104
2025
Q4 		$13.6M Buy
305,737
+19,150
+7% +$846K 0.17% 129
2025
Q3 		$12.6M Buy
286,587
+34,151
+14% +$1.44M 0.16% 141
2025
Q2 		$10.3M Buy
252,436
+169,534
+204% +$6.19M 0.14% 159
2025
Q1 		$2.84M Buy
82,902
+63,764
+333% +$2.39M 0.04% 378
2024
Q4 		$711K Buy
19,138
+310
+2% +$11.4K 0.01% 704
2024
Q3 		$655K Buy
+18,828
New +$624K 0.01% 733

Other funds holding CGGR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stephens Inc's CGGR Position: Q1 2026 in Review

Stephens Inc increased its Capital Group Growth ETF (CGGR) stake by 44% in Q1 2026, buying an estimated $5.84M and bringing the position to 441,078 shares worth $17.7M. The position accounts for 0.22% of the portfolio, ranked #104.

Stephens Inc first reported a position in CGGR in Q3 2024 and has held it in 7 quarters since. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

  • Stephens Inc held 441,078 shares of Capital Group Growth ETF worth $17.7M as of Q1 2026.
  • Stephens Inc bought 135,341 Capital Group Growth ETF shares in Q1 2026, an estimated $5.84M.
  • Capital Group Growth ETF made up 0.22% of Stephens Inc's portfolio in Q1 2026, its #104 holding.
  • Stephens Inc first reported a position in Capital Group Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • 601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.