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 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

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

Harpswell Capital Advisors's CGGR Position: Q2 2026 in Review

Harpswell Capital Advisors reduced its Capital Group Growth ETF (CGGR) stake by 0.68% in Q2 2026, selling an estimated $30.1K and leaving 96,850 shares worth $4.57M. The position accounts for 2.93% of the portfolio, ranked #9.

Harpswell Capital Advisors first reported a position in CGGR in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.8M in Q3 2025. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Harpswell Capital Advisors held 96,850 shares of Capital Group Growth ETF worth $4.57M as of Q2 2026.
Harpswell Capital Advisors sold 665 Capital Group Growth ETF shares in Q2 2026, an estimated $30.1K.
Capital Group Growth ETF made up 2.93% of Harpswell Capital Advisors's portfolio in Q2 2026, its #9 holding.
Harpswell Capital Advisors first reported a position in Capital Group Growth ETF in Q3 2025 and has held it in 4 quarters since.
Harpswell Capital Advisors's Capital Group Growth ETF position peaked at $5.8M in Q3 2025.
651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Harpswell Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.