SFG
CGGR icon

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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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

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. 652 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.
  • 652 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.