HBW
CGGR icon

Hazlett, Burt & Watson’s Capital Group Growth ETF CGGR Stock Holding History

Hazlett, Burt & Watson’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 		$465K Buy
9,831
+1,318
+15% +$59.6K 0.12% 162
2026
Q1 		$344K Buy
8,513
+3,966
+87% +$171K 0.11% 182
2025
Q4 		$204K Buy
4,547
+3,985
+709% +$176K 0.07% 250
2025
Q3 		$25K Buy
562
+500
+806% +$21.1K 0.01% 522
2025
Q2 		$3K Hold
62
– – ﹤0.01% 698
2025
Q1 		$2K Buy
+62
New +$2.32K ﹤0.01% 716

Other funds holding CGGR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Hazlett, Burt & Watson's CGGR Position: Q2 2026 in Review

Hazlett, Burt & Watson increased its Capital Group Growth ETF (CGGR) stake by 15% in Q2 2026, buying an estimated $59.6K and bringing the position to 9,831 shares worth $465K. The position accounts for 0.12% of the portfolio, ranked #162.

Hazlett, Burt & Watson first reported a position in CGGR in Q1 2025 and has held it in 6 quarters since. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Hazlett, Burt & Watson held 9,831 shares of Capital Group Growth ETF worth $465K as of Q2 2026.
  • Hazlett, Burt & Watson bought 1,318 Capital Group Growth ETF shares in Q2 2026, an estimated $59.6K.
  • Capital Group Growth ETF made up 0.12% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #162 holding.
  • Hazlett, Burt & Watson first reported a position in Capital Group Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • 652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.