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

Herold 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	$308K	Sell	6,494 -740	-10%	-$34.5K	0.06%	216
2026 Q2	$339K	Buy	7,234 +635	+10%	+$28.7K	0.07%	213
2026 Q1	$265K	Sell	6,599 -1,353	-17%	-$58.4K	0.06%	225
2025 Q4	$354K	Buy	7,952 +1,918	+32%	+$84.7K	0.08%	190
2025 Q3	$265K	Sell	6,034 -2,999	-33%	-$127K	0.06%	213
2025 Q2	$367K	Buy	+9,033	New	+$330K	0.08%	210

Other funds holding CGGR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Forge Financial Services Edmond, Oklahoma $1.17B AUM 12.47% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Herold Advisors's CGGR Position: Q3 2026 in Review

Herold Advisors reduced its Capital Group Growth ETF (CGGR) stake by 10% in Q3 2026, selling an estimated $34.5K and leaving 6,494 shares worth $308K. The position accounts for 0.06% of the portfolio, ranked #216.

Herold Advisors first reported a position in CGGR in Q2 2025 and has held it in 6 quarters since. The position peaked at $367K in Q2 2025. 428 funds tracked by Wall St. Rank hold CGGR as of Q3 2026.

Herold Advisors held 6,494 shares of Capital Group Growth ETF worth $308K as of Q3 2026.
Herold Advisors sold 740 Capital Group Growth ETF shares in Q3 2026, an estimated $34.5K.
Capital Group Growth ETF made up 0.06% of Herold Advisors's portfolio in Q3 2026, its #216 holding.
Herold Advisors first reported a position in Capital Group Growth ETF in Q2 2025 and has held it in 6 quarters since.
Herold Advisors's Capital Group Growth ETF position peaked at $367K in Q2 2025.
428 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.