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Gleason Group’s Capital Group Growth ETF CGGR Stock Holding History

Gleason Group’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 		– Sell
-2,753
Closed -$111K – 439
2026
Q1 		$111K Hold
2,753
– – 0.01% 84
2025
Q4 		$122K Buy
+2,753
New +$122K 0.01% 86

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

Gleason Group's CGGR Position: Q2 2026 in Review

Gleason Group sold out of Capital Group Growth ETF (CGGR) in Q2 2026, closing a stake of 2,753 shares — an estimated $111K sold.

Gleason Group first reported a position in CGGR in Q4 2025 and held it in 2 quarters. The position peaked at $122K in Q4 2025. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Gleason Group reported no remaining Capital Group Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Gleason Group sold 2,753 Capital Group Growth ETF shares in Q2 2026, an estimated $111K.
  • Gleason Group first reported a position in Capital Group Growth ETF in Q4 2025 and held it in 2 quarters.
  • Gleason Group's Capital Group Growth ETF position peaked at $122K in Q4 2025.
  • 651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Gleason Group's 13F filing for Q2 2026, filed 13 Jul 2026.