Harmony Asset Management
CGGR icon

Harmony Asset Management’s Capital Group Growth ETF CGGR Stock Holding History

Harmony Asset 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
Q3 		$795K Sell
16,766
-302
-2% -$14.1K 0.2% 96
2026
Q2 		$806K Sell
17,068
-625
-4% -$28.3K 0.22% 98
2026
Q1 		$711K Buy
17,693
+460
+3% +$19.9K 0.22% 103
2025
Q4 		$766K Sell
17,233
-516
-3% -$22.8K 0.26% 90
2025
Q3 		$780K Sell
17,749
-1,266
-7% -$53.5K 0.27% 91
2025
Q2 		$773K Buy
19,015
+774
+4% +$28.2K 0.29% 87
2025
Q1 		$625K Buy
18,241
+3,202
+21% +$120K 0.26% 94
2024
Q4 		$559K Sell
15,039
-544
-3% -$20K 0.22% 93
2024
Q3 		$542K Buy
15,583
+3,574
+30% +$118K 0.2% 96
2024
Q2 		$395K Buy
12,009
+3,525
+42% +$112K 0.17% 103
2024
Q1 		$271K Buy
+8,484
New +$255K 0.11% 131

Other funds holding CGGR

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Forge Financial Services
Forge Financial Services Edmond, Oklahoma $1.17B AUM 12.47% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Harmony Asset Management's CGGR Position: Q3 2026 in Review

Harmony Asset Management reduced its Capital Group Growth ETF (CGGR) stake by 1.8% in Q3 2026, selling an estimated $14.1K and leaving 16,766 shares worth $795K. The position accounts for 0.2% of the portfolio, ranked #96.

Harmony Asset Management first reported a position in CGGR in Q1 2024 and has held it in 11 quarters since. The position peaked at $806K in Q2 2026. 454 funds tracked by Wall St. Rank hold CGGR as of Q3 2026.

  • Harmony Asset Management held 16,766 shares of Capital Group Growth ETF worth $795K as of Q3 2026.
  • Harmony Asset Management sold 302 Capital Group Growth ETF shares in Q3 2026, an estimated $14.1K.
  • Capital Group Growth ETF made up 0.2% of Harmony Asset Management's portfolio in Q3 2026, its #96 holding.
  • Harmony Asset Management first reported a position in Capital Group Growth ETF in Q1 2024 and has held it in 11 quarters since.
  • Harmony Asset Management's Capital Group Growth ETF position peaked at $806K in Q2 2026.
  • 454 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2026.

Based on Harmony Asset Management's 13F filing for Q3 2026, filed 20 Oct 2026.