Seamount Financial Group’s Capital Group Growth ETF CGGR Stock Holding History

Seamount Financial 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	$3.89M	Buy	82,343 +4,026	+5%	+$182K	1.57%	18
2026 Q1	$3.15M	Buy	78,317 +14,151	+22%	+$611K	1.42%	21
2025 Q4	$2.85M	Buy	64,166 +4,578	+8%	+$202K	1.3%	23
2025 Q3	$2.62M	Buy	59,588 +6,358	+12%	+$268K	1.24%	26
2025 Q2	$2.16M	Buy	53,230 +13,237	+33%	+$483K	1.11%	28
2025 Q1	$1.37M	Buy	39,993 +9,673	+32%	+$362K	0.93%	31
2024 Q4	$1.13M	Buy	30,320 +7,146	+31%	+$263K	0.78%	33
2024 Q3	$806K	Buy	23,174 +7,172	+45%	+$238K	0.61%	44
2024 Q2	$526K	Buy	16,002 +6,272	+64%	+$199K	0.43%	59
2024 Q1	$311K	Buy	9,730 +1,723	+22%	+$51.8K	0.27%	74
2023 Q4	$226K	Buy	+8,007	New	+$207K	0.22%	80

Other funds holding CGGR

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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 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

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

SIAS

Summit Investment Advisory Services Roseville, Minnesota $398M AUM 21.26% 1-Year Est. Return

Seamount Financial Group's CGGR Position: Q2 2026 in Review

Seamount Financial Group increased its Capital Group Growth ETF (CGGR) stake by 5.1% in Q2 2026, buying an estimated $182K and bringing the position to 82,343 shares worth $3.89M. The position accounts for 1.57% of the portfolio, ranked #18.

Seamount Financial Group first reported a position in CGGR in Q4 2023 and has held it in 11 quarters since. 229 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Seamount Financial Group held 82,343 shares of Capital Group Growth ETF worth $3.89M as of Q2 2026.
Seamount Financial Group bought 4,026 Capital Group Growth ETF shares in Q2 2026, an estimated $182K.
Capital Group Growth ETF made up 1.57% of Seamount Financial Group's portfolio in Q2 2026, its #18 holding.
Seamount Financial Group first reported a position in Capital Group Growth ETF in Q4 2023 and has held it in 11 quarters since.
229 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Seamount Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.