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Leo H. Evart Inc’s Capital Group Growth ETF CGGR Stock Holding History

Leo H. Evart Inc’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 		$512K Hold
10,838
– – 0.4% 36
2026
Q1 		$436K Buy
+10,838
New +$468K 0.37% 38

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CGPCS
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Wells Fargo
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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

Leo H. Evart Inc's CGGR Position: Q2 2026 in Review

Leo H. Evart Inc held its Capital Group Growth ETF (CGGR) position steady in Q2 2026 at 10,838 shares worth $512K. The position accounts for 0.4% of the portfolio, ranked #36.

Leo H. Evart Inc first reported a position in CGGR in Q1 2026 and has held it in 2 quarters since. 650 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Leo H. Evart Inc held 10,838 shares of Capital Group Growth ETF worth $512K as of Q2 2026.
  • Leo H. Evart Inc left its Capital Group Growth ETF share count unchanged in Q2 2026.
  • Capital Group Growth ETF made up 0.4% of Leo H. Evart Inc's portfolio in Q2 2026, its #36 holding.
  • Leo H. Evart Inc first reported a position in Capital Group Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 650 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Leo H. Evart Inc's 13F filing for Q2 2026, filed 18 Aug 2026.