Sittner & Nelson’s Capital Group Growth ETF CGGR Stock Holding History

Sittner & Nelson’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	$2.46M	Buy	52,036 +5,810	+13%	+$263K	0.77%	32
2026 Q1	$1.86M	Buy	46,226 +10,612	+30%	+$458K	0.68%	34
2025 Q4	$1.54M	Buy	35,614 +7,553	+27%	+$333K	0.54%	38
2025 Q3	$1.23M	Buy	28,061 +1,154	+4%	+$48.7K	0.45%	42
2025 Q2	$1.09M	Buy	26,907 +4,466	+20%	+$163K	0.44%	44
2025 Q1	$769K	Buy	22,441 +2,806	+14%	+$105K	0.33%	56
2024 Q4	$730K	Buy	19,635 +3,425	+21%	+$126K	0.32%	55
2024 Q3	$564K	Hold	16,210	–	–	0.25%	65
2024 Q2	$533K	Hold	16,210	–	–	0.26%	58
2024 Q1	$519K	Buy	16,210 +1,360	+9%	+$40.9K	0.26%	64
2023 Q4	$419K	Buy	14,850 +2,250	+18%	+$58.2K	0.22%	71
2023 Q3	$309K	Buy	12,600 +7,500	+147%	+$190K	0.18%	83
2023 Q2	$129K	Buy	5,100 +1,100	+28%	+$25.6K	0.07%	137
2023 Q1	$89.8K	Hold	4,000	–	–	0.05%	167
2022 Q4	$79.8K	Hold	4,000	–	–	0.05%	181
2022 Q3	$78K	Buy	4,000 +700	+21%	+$15K	0.05%	171
2022 Q2	$66K	Buy	+3,300	New	+$74.4K	0.04%	187

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

Sittner & Nelson's CGGR Position: Q2 2026 in Review

Sittner & Nelson increased its Capital Group Growth ETF (CGGR) stake by 13% in Q2 2026, buying an estimated $263K and bringing the position to 52,036 shares worth $2.46M. The position accounts for 0.77% of the portfolio, ranked #32.

Sittner & Nelson first reported a position in CGGR in Q2 2022 and has held it in 17 quarters since. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Sittner & Nelson held 52,036 shares of Capital Group Growth ETF worth $2.46M as of Q2 2026.
Sittner & Nelson bought 5,810 Capital Group Growth ETF shares in Q2 2026, an estimated $263K.
Capital Group Growth ETF made up 0.77% of Sittner & Nelson's portfolio in Q2 2026, its #32 holding.
Sittner & Nelson first reported a position in Capital Group Growth ETF in Q2 2022 and has held it in 17 quarters since.
652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.