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 Q2	$16.5M	Sell	409,953 -1,256	-0.3%	-$56.8K	10.91%	2
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 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

Hartmann Taylor Wealth Management's CGGR Position: Q2 2026 in Review

Hartmann Taylor Wealth Management reduced its Capital Group Growth ETF (CGGR) stake by 0.31% in Q2 2026, selling an estimated $56.8K and leaving 409,953 shares worth $16.5M. The position accounts for 10.91% of the portfolio, ranked #2.

Hartmann Taylor Wealth Management first reported a position in CGGR in Q1 2025 and has held it in 6 quarters since. The position peaked at $17.8M in Q4 2025. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Hartmann Taylor Wealth Management held 409,953 shares of Capital Group Growth ETF worth $16.5M as of Q2 2026.
Hartmann Taylor Wealth Management sold 1,256 Capital Group Growth ETF shares in Q2 2026, an estimated $56.8K.
Capital Group Growth ETF made up 10.91% of Hartmann Taylor Wealth Management's portfolio in Q2 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 6 quarters since.
Hartmann Taylor Wealth Management's Capital Group Growth ETF position peaked at $17.8M in Q4 2025.
652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Hartmann Taylor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.