First Heartland Consultants’s Capital Group Growth ETF CGGR Stock Holding History

First Heartland Consultants’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	$1.65M	Buy	34,882 +1,249	+4%	+$56.5K	0.11%	157
2026 Q1	$1.35M	Sell	33,633 -1,525	-4%	-$65.8K	0.1%	161
2025 Q4	$1.56M	Sell	35,158 -11,799	-25%	-$521K	0.12%	137
2025 Q3	$2.06M	Buy	46,957 +19,106	+69%	+$807K	0.17%	112
2025 Q2	$1.13M	Buy	27,851 +2,928	+12%	+$107K	0.1%	150
2025 Q1	$854K	Buy	24,923 +1,290	+5%	+$48.3K	0.09%	164
2024 Q4	$878K	Buy	23,633 +1,872	+9%	+$68.8K	0.09%	163
2024 Q3	$757K	Buy	21,761 +2,382	+12%	+$78.9K	0.08%	173
2024 Q2	$637K	Buy	19,379 +9,549	+97%	+$303K	0.04%	224
2024 Q1	$314K	Buy	9,830 +1,458	+17%	+$43.8K	0.03%	327
2023 Q4	$236K	Hold	8,372	–	–	0.03%	330
2023 Q3	$205K	Hold	8,372	–	–	0.03%	358
2023 Q2	$211K	Buy	+8,372	New	+$195K	0.03%	352

Other funds holding CGGR

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

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

First Heartland Consultants's CGGR Position: Q2 2026 in Review

First Heartland Consultants increased its Capital Group Growth ETF (CGGR) stake by 3.7% in Q2 2026, buying an estimated $56.5K and bringing the position to 34,882 shares worth $1.65M. The position accounts for 0.11% of the portfolio, ranked #157.

First Heartland Consultants first reported a position in CGGR in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.06M in Q3 2025. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

First Heartland Consultants held 34,882 shares of Capital Group Growth ETF worth $1.65M as of Q2 2026.
First Heartland Consultants bought 1,249 Capital Group Growth ETF shares in Q2 2026, an estimated $56.5K.
Capital Group Growth ETF made up 0.11% of First Heartland Consultants's portfolio in Q2 2026, its #157 holding.
First Heartland Consultants first reported a position in Capital Group Growth ETF in Q2 2023 and has held it in 13 quarters since.
First Heartland Consultants's Capital Group Growth ETF position peaked at $2.06M in Q3 2025.
652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.