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Belpointe Asset Management’s Capital Group Growth ETF CGGR Stock Holding History

Belpointe Asset Management’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 		$1.85M Buy
39,232
+20,856
+113% +$943K 0.06% 299
2026
Q1 		$739K Buy
18,376
+3,745
+26% +$162K 0.03% 567
2025
Q4 		$651K Hold
14,631
– – 0.02% 574
2025
Q3 		$643K Hold
14,631
– – 0.02% 546
2025
Q2 		$595K Hold
14,631
– – 0.02% 518
2025
Q1 		$501K Buy
14,631
+1,544
+12% +$57.8K 0.03% 568
2024
Q4 		$439K Hold
13,087
– – 0.03% 542
2024
Q3 		$455K Hold
13,087
– – 0.03% 527
2024
Q2 		$430K Buy
13,087
+571
+5% +$18.1K 0.03% 488
2024
Q1 		$400K Buy
12,516
+1,056
+9% +$31.8K 0.03% 494
2023
Q4 		$324K Sell
11,460
-570
-5% -$14.7K 0.03% 503
2023
Q3 		$295K Sell
12,030
-1,800
-13% -$45.7K 0.03% 480
2023
Q2 		$349K Sell
13,830
-10,825
-44% -$252K 0.04% 397
2023
Q1 		$554K Buy
24,655
+3,425
+16% +$74.4K 0.03% 524
2022
Q4 		$423K Buy
21,230
+2,950
+16% +$60K 0.03% 611
2022
Q3 		$357K Buy
18,280
+9,840
+117% +$210K 0.02% 627
2022
Q2 		$168K Buy
+8,440
New +$190K 0.01% 898

Other funds holding CGGR

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
NECFA
New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JF
JSF Financial Los Angeles, California $632M AUM 27.63% 1-Year Est. Return

Belpointe Asset Management's CGGR Position: Q2 2026 in Review

Belpointe Asset Management increased its Capital Group Growth ETF (CGGR) stake by 113% in Q2 2026, buying an estimated $943K and bringing the position to 39,232 shares worth $1.85M. The position accounts for 0.06% of the portfolio, ranked #299.

Belpointe Asset Management first reported a position in CGGR in Q2 2022 and has held it in 17 quarters since. 333 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Belpointe Asset Management held 39,232 shares of Capital Group Growth ETF worth $1.85M as of Q2 2026.
  • Belpointe Asset Management bought 20,856 Capital Group Growth ETF shares in Q2 2026, an estimated $943K.
  • Capital Group Growth ETF made up 0.06% of Belpointe Asset Management's portfolio in Q2 2026, its #299 holding.
  • Belpointe Asset Management first reported a position in Capital Group Growth ETF in Q2 2022 and has held it in 17 quarters since.
  • 333 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.