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

McGlone Suttner 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	$283K	Buy	+6,000	New	+$271K	0.03%	169

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

McGlone Suttner Wealth Management's CGGR Position: Q2 2026 in Review

McGlone Suttner Wealth Management opened a new position in Capital Group Growth ETF (CGGR) in Q2 2026: 6,000 shares worth $283K. The stake represents 0.03% of the portfolio and ranks #169 among its holdings.

650 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

McGlone Suttner Wealth Management held 6,000 shares of Capital Group Growth ETF worth $283K as of Q2 2026.
Capital Group Growth ETF was a new McGlone Suttner Wealth Management position in Q2 2026.
Capital Group Growth ETF made up 0.03% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #169 holding.
650 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.