HAM
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
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

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $225M AUM
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Harmony Asset Management's CGGR Position: Q2 2026 in Review

Harmony Asset Management reduced its Capital Group Growth ETF (CGGR) stake by 3.5% in Q2 2026, selling an estimated $28.3K and leaving 17,068 shares worth $806K. The position accounts for 0.22% of the portfolio, ranked #98.

Harmony Asset Management first reported a position in CGGR in Q1 2024 and has held it in 10 quarters since. 140 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Harmony Asset Management held 17,068 shares of Capital Group Growth ETF worth $806K as of Q2 2026.
  • Harmony Asset Management sold 625 Capital Group Growth ETF shares in Q2 2026, an estimated $28.3K.
  • Capital Group Growth ETF made up 0.22% of Harmony Asset Management's portfolio in Q2 2026, its #98 holding.
  • Harmony Asset Management first reported a position in Capital Group Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • 140 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Harmony Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.