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Kerntke Otto McGlone Wealth Management Group’s Capital Group Growth ETF CGGR Stock Holding History

Kerntke Otto McGlone Wealth Management Group’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 		$1.21M Sell
25,717
-155
-0.6% -$7.01K 0.73% 31
2026
Q1 		$1.04M Buy
25,872
+1,468
+6% +$63.4K 0.71% 28
2025
Q4 		$1.09M Buy
24,404
+505
+2% +$22.3K 0.77% 27
2025
Q3 		$1.05M Buy
23,899
+1,516
+7% +$64K 0.79% 27
2025
Q2 		$910K Buy
22,383
+5,494
+33% +$200K 0.72% 28
2025
Q1 		$578K Buy
16,889
+1,099
+7% +$41.1K 0.51% 35
2024
Q4 		$587K Buy
15,790
+1,656
+12% +$60.8K 0.43% 33
2024
Q3 		$492K Buy
14,134
+913
+7% +$30.3K 0.41% 39
2024
Q2 		$435K Buy
13,221
+2,273
+21% +$72.1K 0.41% 42
2024
Q1 		$350K Buy
10,948
+2,160
+25% +$64.9K 0.34% 49
2023
Q4 		$248K Buy
+8,788
New +$227K 0.25% 57

Other funds holding CGGR

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $225M AUM

Kerntke Otto McGlone Wealth Management Group's CGGR Position: Q2 2026 in Review

Kerntke Otto McGlone Wealth Management Group reduced its Capital Group Growth ETF (CGGR) stake by 0.6% in Q2 2026, selling an estimated $7.01K and leaving 25,717 shares worth $1.21M. The position accounts for 0.73% of the portfolio, ranked #31.

Kerntke Otto McGlone Wealth Management Group first reported a position in CGGR in Q4 2023 and has held it in 11 quarters since. 203 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Kerntke Otto McGlone Wealth Management Group held 25,717 shares of Capital Group Growth ETF worth $1.21M as of Q2 2026.
  • Kerntke Otto McGlone Wealth Management Group sold 155 Capital Group Growth ETF shares in Q2 2026, an estimated $7.01K.
  • Capital Group Growth ETF made up 0.73% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q2 2026, its #31 holding.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in Capital Group Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 203 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q2 2026, filed 23 Jul 2026.