Capital Planning’s TCW ETF Trust TCW Durable Growth ETF GRW Stock Holding History

Capital Planning’s Portfolio GRW Stock Details GRW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-8,989	Closed	-$247K	–	91
2026 Q1	$247K	Sell	8,989 -179,578	-95%	-$5.37M	0.08%	75
2025 Q4	$5.86M	Sell	188,567 -19,158	-9%	-$603K	1.64%	20
2025 Q3	$6.63M	Sell	207,725 -6,042	-3%	-$201K	1.93%	17
2025 Q2	$7.49M	Sell	213,767 -3,128	-1%	-$105K	2.35%	16
2025 Q1	$7.19M	Sell	216,895 -6,316	-3%	-$213K	2.01%	15
2024 Q4	$7.33M	Buy	223,211 +11,252	+5%	+$420K	1.92%	17
2024 Q3	$7.85M	Sell	211,959 -7,366	-3%	-$262K	2.2%	15
2024 Q2	$7.48M	Buy	+219,325	New	+$7.31M	2.24%	15

Other funds holding GRW

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

AWM

Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Capital Planning's GRW Position: Q2 2026 in Review

Capital Planning sold out of TCW ETF Trust TCW Durable Growth ETF (GRW) in Q2 2026, closing a stake of 8,989 shares — an estimated $247K sold.

Capital Planning first reported a position in GRW in Q2 2024 and held it in 8 quarters. The position peaked at $7.85M in Q3 2024. 27 funds tracked by Wall St. Rank hold GRW as of Q2 2026.

Capital Planning reported no remaining TCW ETF Trust TCW Durable Growth ETF position as of Q2 2026 after selling out during the quarter.
Capital Planning sold 8,989 TCW ETF Trust TCW Durable Growth ETF shares in Q2 2026, an estimated $247K.
Capital Planning first reported a position in TCW ETF Trust TCW Durable Growth ETF in Q2 2024 and held it in 8 quarters.
Capital Planning's TCW ETF Trust TCW Durable Growth ETF position peaked at $7.85M in Q3 2024.
27 funds tracked by Wall St. Rank held TCW ETF Trust TCW Durable Growth ETF as of Q2 2026.

Based on Capital Planning's 13F filing for Q2 2026, filed 22 Jul 2026.