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Colonial Trust’s Capital Group Growth ETF CGGR Stock Holding History

Colonial Trust’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 		$71K Buy
+1,517
New +$68.6K 0.01% 452
2025
Q1 		– Sell
-2,390
Closed -$89.5K – 1143
2024
Q4 		$89.5K Buy
+2,390
New +$87.8K 0.01% 470

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

Colonial Trust's CGGR Position: Q2 2026 in Review

Colonial Trust opened a new position in Capital Group Growth ETF (CGGR) in Q2 2026: 1,517 shares worth $71K. The stake represents 0.01% of the portfolio and ranks #452 among its holdings. This is a return to the name: Colonial Trust previously reported a position in CGGR as recently as Q4 2024.

Colonial Trust first reported a position in CGGR in Q4 2024 and has held it in 2 quarters since. The position peaked at $89.5K in Q4 2024. 653 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Colonial Trust held 1,517 shares of Capital Group Growth ETF worth $71K as of Q2 2026.
  • Capital Group Growth ETF was a new Colonial Trust position in Q2 2026.
  • Capital Group Growth ETF made up 0.01% of Colonial Trust's portfolio in Q2 2026, its #452 holding.
  • Colonial Trust first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 2 quarters since.
  • Colonial Trust's Capital Group Growth ETF position peaked at $89.5K in Q4 2024.
  • 653 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.