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Burney Company’s Capital Group Growth ETF CGGR Stock Holding History

Burney Company’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 		– Sell
-8,298
Closed -$333K – 618
2026
Q1 		$333K Buy
+8,298
New +$358K 0.01% 486

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CGPCS
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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

Burney Company's CGGR Position: Q2 2026 in Review

Burney Company sold out of Capital Group Growth ETF (CGGR) in Q2 2026, closing a stake of 8,298 shares — an estimated $333K sold.

Burney Company first reported a position in CGGR in Q1 2026 and held it in 1 quarter. The position peaked at $333K in Q1 2026. 650 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Burney Company reported no remaining Capital Group Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Burney Company sold 8,298 Capital Group Growth ETF shares in Q2 2026, an estimated $333K.
  • Burney Company first reported a position in Capital Group Growth ETF in Q1 2026 and held it in 1 quarter.
  • Burney Company's Capital Group Growth ETF position peaked at $333K in Q1 2026.
  • 650 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.