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Harpswell Capital Advisors’s Capital Group Growth ETF CGGR Stock Holding History

Harpswell Capital Advisors’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 		$3.85M Sell
81,200
-15,650
-16% -$729K 2.53% 11
2026
Q2 		$4.57M Sell
96,850
-665
-0.7% -$30.1K 2.93% 9
2026
Q1 		$3.92M Buy
97,515
+18,640
+24% +$805K 2.92% 8
2025
Q4 		$3.51M Sell
78,875
-53,225
-40% -$2.35M 2.78% 9
2025
Q3 		$5.8M Buy
+132,100
New +$5.58M 5.53% 4

Other funds holding CGGR

EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $178M AUM 23.68% 1-Year Est. Return
FMN
Financial Management Network Mission Viejo, California $695M AUM 13.16% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return

Harpswell Capital Advisors's CGGR Position: Q3 2026 in Review

Harpswell Capital Advisors reduced its Capital Group Growth ETF (CGGR) stake by 16% in Q3 2026, selling an estimated $729K and leaving 81,200 shares worth $3.85M. The position accounts for 2.53% of the portfolio, ranked #11.

Harpswell Capital Advisors first reported a position in CGGR in Q3 2025 and has held it in 5 quarters since. The position peaked at $5.8M in Q3 2025. 34 funds tracked by Wall St. Rank hold CGGR as of Q3 2026.

  • Harpswell Capital Advisors held 81,200 shares of Capital Group Growth ETF worth $3.85M as of Q3 2026.
  • Harpswell Capital Advisors sold 15,650 Capital Group Growth ETF shares in Q3 2026, an estimated $729K.
  • Capital Group Growth ETF made up 2.53% of Harpswell Capital Advisors's portfolio in Q3 2026, its #11 holding.
  • Harpswell Capital Advisors first reported a position in Capital Group Growth ETF in Q3 2025 and has held it in 5 quarters since.
  • Harpswell Capital Advisors's Capital Group Growth ETF position peaked at $5.8M in Q3 2025.
  • 34 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2026.

Based on Harpswell Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.