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 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 $1.16B AUM 19.22% 1-Year Est. Return

TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

AWM

Angeles Wealth Management Santa Monica, California $1.84B AUM 19.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Capital Planning's GRW Position: Q1 2026 in Review

Capital Planning reduced its TCW ETF Trust TCW Durable Growth ETF (GRW) stake by 95% in Q1 2026, selling an estimated $5.37M and leaving 8,989 shares worth $247K. The position accounts for 0.08% of the portfolio, ranked #75.

Capital Planning first reported a position in GRW in Q2 2024 and has held it in 8 quarters since. The position peaked at $7.85M in Q3 2024. 31 funds tracked by Wall St. Rank hold GRW as of Q1 2026.

Capital Planning held 8,989 shares of TCW ETF Trust TCW Durable Growth ETF worth $247K as of Q1 2026.
Capital Planning sold 179,578 TCW ETF Trust TCW Durable Growth ETF shares in Q1 2026, an estimated $5.37M.
TCW ETF Trust TCW Durable Growth ETF made up 0.08% of Capital Planning's portfolio in Q1 2026, its #75 holding.
Capital Planning first reported a position in TCW ETF Trust TCW Durable Growth ETF in Q2 2024 and has held it in 8 quarters since.
Capital Planning's TCW ETF Trust TCW Durable Growth ETF position peaked at $7.85M in Q3 2024.
31 funds tracked by Wall St. Rank held TCW ETF Trust TCW Durable Growth ETF as of Q1 2026.

Based on Capital Planning's 13F filing for Q1 2026, filed 30 Apr 2026.