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Hartmann Taylor Wealth Management’s Capital Group Growth ETF CGGR Stock Holding History

Hartmann Taylor Wealth 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
Q1 		$16.5M Buy
411,209
+11,333
+3% +$489K 10.93% 2
2025
Q4 		$17.8M Buy
399,876
+21,076
+6% +$931K 12.01% 2
2025
Q3 		$16.6M Buy
378,800
+54,348
+17% +$2.29M 11.95% 2
2025
Q2 		$13.2M Buy
324,452
+42,830
+15% +$1.56M 10.98% 2
2025
Q1 		$9.65M Buy
+281,622
New +$10.5M 8.65% 2

Other funds holding CGGR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Hartmann Taylor Wealth Management's CGGR Position: Q1 2026 in Review

Hartmann Taylor Wealth Management increased its Capital Group Growth ETF (CGGR) stake by 2.8% in Q1 2026, buying an estimated $489K and bringing the position to 411,209 shares worth $16.5M. The position accounts for 10.93% of the portfolio, ranked #2.

Hartmann Taylor Wealth Management first reported a position in CGGR in Q1 2025 and has held it in 5 quarters since. The position peaked at $17.8M in Q4 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

  • Hartmann Taylor Wealth Management held 411,209 shares of Capital Group Growth ETF worth $16.5M as of Q1 2026.
  • Hartmann Taylor Wealth Management bought 11,333 Capital Group Growth ETF shares in Q1 2026, an estimated $489K.
  • Capital Group Growth ETF made up 10.93% of Hartmann Taylor Wealth Management's portfolio in Q1 2026, its #2 holding.
  • Hartmann Taylor Wealth Management first reported a position in Capital Group Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • Hartmann Taylor Wealth Management's Capital Group Growth ETF position peaked at $17.8M in Q4 2025.
  • 601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Hartmann Taylor Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.