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 Q2	$23M	Buy	486,484 +45,406	+10%	+$2.05M	0.26%	92
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 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

Stephens Inc's CGGR Position: Q2 2026 in Review

Stephens Inc increased its Capital Group Growth ETF (CGGR) stake by 10% in Q2 2026, buying an estimated $2.05M and bringing the position to 486,484 shares worth $23M. The position accounts for 0.26% of the portfolio, ranked #92.

Stephens Inc first reported a position in CGGR in Q3 2024 and has held it in 8 quarters since. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Stephens Inc held 486,484 shares of Capital Group Growth ETF worth $23M as of Q2 2026.
Stephens Inc bought 45,406 Capital Group Growth ETF shares in Q2 2026, an estimated $2.05M.
Capital Group Growth ETF made up 0.26% of Stephens Inc's portfolio in Q2 2026, its #92 holding.
Stephens Inc first reported a position in Capital Group Growth ETF in Q3 2024 and has held it in 8 quarters since.
652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.