Gladstone Institutional Advisory’s Capital Group Growth ETF CGGR Stock Holding History

Gladstone Institutional Advisory’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 Q3	$2.35M	Buy	49,651 +5,594	+13%	+$261K	0.07%	281
2026 Q2	$2.08M	Sell	44,057 -6,731	-13%	-$304K	0.07%	285
2026 Q1	$2.04M	Buy	50,788 +12,277	+32%	+$530K	0.08%	261
2025 Q4	$1.71M	Buy	38,511 +16,064	+72%	+$709K	0.06%	271
2025 Q3	$986K	Buy	22,447 +6,250	+39%	+$264K	0.04%	368
2025 Q2	$658K	Buy	16,197 +4,956	+44%	+$181K	0.03%	429
2025 Q1	$385K	Buy	11,241 +3,786	+51%	+$142K	0.02%	534
2024 Q4	$277K	Sell	7,455 -214	-3%	-$7.86K	0.01%	612
2024 Q3	$267K	Buy	+7,669	New	+$254K	0.01%	593

Other funds holding CGGR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Capital Group Private Client Services Los Angeles, California $7.08B AUM 18.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Gladstone Institutional Advisory's CGGR Position: Q3 2026 in Review

Gladstone Institutional Advisory increased its Capital Group Growth ETF (CGGR) stake by 13% in Q3 2026, buying an estimated $261K and bringing the position to 49,651 shares worth $2.35M. The position accounts for 0.07% of the portfolio, ranked #281.

Gladstone Institutional Advisory first reported a position in CGGR in Q3 2024 and has held it in 9 quarters since. 595 funds tracked by Wall St. Rank hold CGGR as of Q3 2026.

Gladstone Institutional Advisory held 49,651 shares of Capital Group Growth ETF worth $2.35M as of Q3 2026.
Gladstone Institutional Advisory bought 5,594 Capital Group Growth ETF shares in Q3 2026, an estimated $261K.
Capital Group Growth ETF made up 0.07% of Gladstone Institutional Advisory's portfolio in Q3 2026, its #281 holding.
Gladstone Institutional Advisory first reported a position in Capital Group Growth ETF in Q3 2024 and has held it in 9 quarters since.
595 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2026, filed 13 Nov 2026.