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

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

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. 652 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.
652 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.