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Thoroughbred Financial Services’s Capital Group Growth ETF CGGR Stock Holding History

Thoroughbred Financial Services’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 		$14M Buy
326,013
+66,042
+25% +$2.99M 0.67% 32
2026
Q1 		$10.4M Buy
259,971
+22,809
+10% +$985K 0.62% 35
2025
Q4 		$10.5M Buy
237,162
+30,043
+15% +$1.33M 0.62% 34
2025
Q3 		$9.1M Buy
207,119
+41,509
+25% +$1.75M 0.56% 37
2025
Q2 		$6.73M Buy
165,610
+38,727
+31% +$1.41M 0.47% 45
2025
Q1 		$4.34M Buy
126,883
+44,082
+53% +$1.65M 0.27% 77
2024
Q4 		$3.08M Buy
82,801
+67,134
+429% +$2.47M 0.19% 106
2024
Q3 		$545K Sell
15,667
-856
-5% -$28.4K 0.04% 375
2024
Q2 		$543K Buy
16,523
+7,796
+89% +$247K 0.04% 369
2024
Q1 		$279K Hold
8,727
– – 0.03% 383
2023
Q4 		$246K Hold
8,727
– – 0.02% 517
2023
Q3 		$213K Buy
8,727
+757
+9% +$19.2K 0.02% 529
2023
Q2 		$201K Buy
+7,970
New +$186K 0.03% 407

Other funds holding CGGR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Thoroughbred Financial Services's CGGR Position: Q2 2026 in Review

Thoroughbred Financial Services increased its Capital Group Growth ETF (CGGR) stake by 25% in Q2 2026, buying an estimated $2.99M and bringing the position to 326,013 shares worth $14M. The position accounts for 0.67% of the portfolio, ranked #32.

Thoroughbred Financial Services first reported a position in CGGR in Q2 2023 and has held it in 13 quarters since. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Thoroughbred Financial Services held 326,013 shares of Capital Group Growth ETF worth $14M as of Q2 2026.
  • Thoroughbred Financial Services bought 66,042 Capital Group Growth ETF shares in Q2 2026, an estimated $2.99M.
  • Capital Group Growth ETF made up 0.67% of Thoroughbred Financial Services's portfolio in Q2 2026, its #32 holding.
  • Thoroughbred Financial Services first reported a position in Capital Group Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • 652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.