Stonebridge Financial Group (Pennsylvania)’s Capital Group Growth ETF CGGR Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	$20.9M	Buy	443,161 +35,677	+9%	+$1.61M	1.59%	17
2026 Q1	$16.4M	Buy	407,484 +54,653	+15%	+$2.36M	1.35%	18
2025 Q4	$15.7M	Buy	352,831 +17,230	+5%	+$761K	1.34%	17
2025 Q3	$14.7M	Buy	335,601 +253,623	+309%	+$10.7M	1.3%	23
2025 Q2	$3.33M	Buy	81,978 +118	+0.1%	+$4.31K	0.32%	81
2025 Q1	$2.8M	Buy	81,860 +52,058	+175%	+$1.95M	0.3%	79
2024 Q4	$1.11M	Buy	+29,802	New	+$1.09M	0.12%	106

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

FFS

Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s CGGR Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its Capital Group Growth ETF (CGGR) stake by 8.8% in Q2 2026, buying an estimated $1.61M and bringing the position to 443,161 shares worth $20.9M. The position accounts for 1.59% of the portfolio, ranked #17.

Stonebridge Financial Group (Pennsylvania) first reported a position in CGGR in Q4 2024 and has held it in 7 quarters since. 574 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 443,161 shares of Capital Group Growth ETF worth $20.9M as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) bought 35,677 Capital Group Growth ETF shares in Q2 2026, an estimated $1.61M.
Capital Group Growth ETF made up 1.59% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #17 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 7 quarters since.
574 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.