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Worthington Financial Partners’s Capital Group Growth ETF CGGR Stock Holding History

Worthington 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
Q2 		$3.44M Buy
72,834
+472
+0.7% +$21.3K 2.85% 4
2026
Q1 		$2.91M Sell
72,362
-4,527
-6% -$195K 2.5% 6
2025
Q4 		$3.42M Buy
+76,889
New +$3.39M 3.03% 4

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

Worthington Financial Partners's CGGR Position: Q2 2026 in Review

Worthington Financial Partners increased its Capital Group Growth ETF (CGGR) stake by 0.65% in Q2 2026, buying an estimated $21.3K and bringing the position to 72,834 shares worth $3.44M. The position accounts for 2.85% of the portfolio, ranked #4.

Worthington Financial Partners first reported a position in CGGR in Q4 2025 and has held it in 3 quarters since. 650 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Worthington Financial Partners held 72,834 shares of Capital Group Growth ETF worth $3.44M as of Q2 2026.
  • Worthington Financial Partners bought 472 Capital Group Growth ETF shares in Q2 2026, an estimated $21.3K.
  • Capital Group Growth ETF made up 2.85% of Worthington Financial Partners's portfolio in Q2 2026, its #4 holding.
  • Worthington Financial Partners first reported a position in Capital Group Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 650 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Worthington Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.