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Greenline Wealth Management’s Capital Group Growth ETF CGGR Stock Holding History

Greenline Wealth Management’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 		$1.2M Sell
25,340
-142
-0.6% -$6.42K 0.98% 28
2026
Q1 		$1.02M Buy
25,482
+1,449
+6% +$62.6K 1.18% 25
2025
Q4 		$1.07M Buy
+24,033
New +$1.06M 1.11% 22

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

Greenline Wealth Management's CGGR Position: Q2 2026 in Review

Greenline Wealth Management reduced its Capital Group Growth ETF (CGGR) stake by 0.56% in Q2 2026, selling an estimated $6.42K and leaving 25,340 shares worth $1.2M. The position accounts for 0.98% of the portfolio, ranked #28.

Greenline Wealth Management first reported a position in CGGR in Q4 2025 and has held it in 3 quarters since. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Greenline Wealth Management held 25,340 shares of Capital Group Growth ETF worth $1.2M as of Q2 2026.
  • Greenline Wealth Management sold 142 Capital Group Growth ETF shares in Q2 2026, an estimated $6.42K.
  • Capital Group Growth ETF made up 0.98% of Greenline Wealth Management's portfolio in Q2 2026, its #28 holding.
  • Greenline Wealth Management first reported a position in Capital Group Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Greenline Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.