Midwest Heritage Bank’s Capital Group Growth ETF CGGR Stock Holding History

Midwest Heritage Bank’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	$16.1M	Buy	341,589 +5,854	+2%	+$265K	4.57%	9
2026 Q1	$13.5M	Buy	335,735 +60,027	+22%	+$2.59M	4.33%	9
2025 Q4	$12.3M	Sell	275,708 -7,666	-3%	-$338K	4.23%	9
2025 Q3	$12.4M	Buy	283,374 +3,292	+1%	+$139K	4.41%	9
2025 Q2	$11.4M	Buy	280,082 +43,336	+18%	+$1.58M	4.28%	9
2025 Q1	$8.11M	Buy	236,746 +40,693	+21%	+$1.52M	3.34%	9
2024 Q4	$7.29M	Buy	196,053 +33,894	+21%	+$1.25M	3.38%	9
2024 Q3	$5.64M	Buy	162,159 +4,262	+3%	+$141K	2.64%	11
2024 Q2	$5.19M	Buy	157,897 +19,448	+14%	+$617K	2.62%	12
2024 Q1	$4.43M	Buy	138,449 +41,106	+42%	+$1.24M	2.33%	14
2023 Q4	$2.75M	Buy	97,343 +2,601	+3%	+$67.2K	1.87%	15
2023 Q3	$2.32M	Buy	94,742 +2,294	+2%	+$58.2K	1.74%	14
2023 Q2	$2.33M	Hold	92,448	–	–	1.77%	14
2023 Q1	$2.08M	Buy	92,448 +17,979	+24%	+$390K	1.67%	15
2022 Q4	$1.48M	Buy	74,469 +27,242	+58%	+$554K	1.44%	20
2022 Q3	$922K	Buy	47,227 +19,702	+72%	+$421K	0.96%	24
2022 Q2	$549K	Buy	+27,525	New	+$620K	0.5%	33

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

Midwest Heritage Bank's CGGR Position: Q2 2026 in Review

Midwest Heritage Bank increased its Capital Group Growth ETF (CGGR) stake by 1.7% in Q2 2026, buying an estimated $265K and bringing the position to 341,589 shares worth $16.1M. The position accounts for 4.57% of the portfolio, ranked #9.

Midwest Heritage Bank first reported a position in CGGR in Q2 2022 and has held it in 17 quarters since. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Midwest Heritage Bank held 341,589 shares of Capital Group Growth ETF worth $16.1M as of Q2 2026.
Midwest Heritage Bank bought 5,854 Capital Group Growth ETF shares in Q2 2026, an estimated $265K.
Capital Group Growth ETF made up 4.57% of Midwest Heritage Bank's portfolio in Q2 2026, its #9 holding.
Midwest Heritage Bank first reported a position in Capital Group Growth ETF in Q2 2022 and has held it in 17 quarters since.
651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Midwest Heritage Bank's 13F filing for Q2 2026, filed 28 Jul 2026.