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 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 $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

Gladstone Institutional Advisory's CGGR Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its Capital Group Growth ETF (CGGR) stake by 13% in Q2 2026, selling an estimated $304K and leaving 44,057 shares worth $2.08M. The position accounts for 0.07% of the portfolio, ranked #285.

Gladstone Institutional Advisory first reported a position in CGGR in Q3 2024 and has held it in 8 quarters since. 653 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Gladstone Institutional Advisory held 44,057 shares of Capital Group Growth ETF worth $2.08M as of Q2 2026.
Gladstone Institutional Advisory sold 6,731 Capital Group Growth ETF shares in Q2 2026, an estimated $304K.
Capital Group Growth ETF made up 0.07% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #285 holding.
Gladstone Institutional Advisory first reported a position in Capital Group Growth ETF in Q3 2024 and has held it in 8 quarters since.
653 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.