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Smith, Moore & Co’s Capital Group Growth ETF CGGR Stock Holding History

Smith, Moore & Co’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 		$15.6M Buy
330,248
+6,668
+2% +$301K 1.01% 20
2026
Q1 		$13M Buy
323,580
+10,564
+3% +$456K 0.95% 23
2025
Q4 		$13.9M Buy
313,016
+48,551
+18% +$2.14M 1.05% 20
2025
Q3 		$11.6M Buy
264,465
+25,688
+11% +$1.08M 0.89% 23
2025
Q2 		$9.71M Sell
238,777
-1,050
-0.4% -$38.3K 0.81% 25
2025
Q1 		$8.21M Buy
239,827
+19,351
+9% +$724K 0.76% 26
2024
Q4 		$8.2M Buy
220,476
+39,165
+22% +$1.44M 0.75% 25
2024
Q3 		$6.31M Buy
181,311
+18,821
+12% +$624K 0.6% 31
2024
Q2 		$5.34M Buy
162,490
+38,365
+31% +$1.22M 0.55% 35
2024
Q1 		$3.97M Buy
124,125
+55,131
+80% +$1.66M 0.42% 51
2023
Q4 		$1.95M Buy
68,994
+41,255
+149% +$1.07M 0.23% 90
2023
Q3 		$680K Buy
27,739
+17,723
+177% +$450K 0.09% 192
2023
Q2 		$253K Buy
+10,016
New +$233K 0.03% 338

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

Smith, Moore & Co's CGGR Position: Q2 2026 in Review

Smith, Moore & Co increased its Capital Group Growth ETF (CGGR) stake by 2.1% in Q2 2026, buying an estimated $301K and bringing the position to 330,248 shares worth $15.6M. The position accounts for 1.01% of the portfolio, ranked #20.

Smith, Moore & Co first reported a position in CGGR in Q2 2023 and has held it in 13 quarters since. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Smith, Moore & Co held 330,248 shares of Capital Group Growth ETF worth $15.6M as of Q2 2026.
  • Smith, Moore & Co bought 6,668 Capital Group Growth ETF shares in Q2 2026, an estimated $301K.
  • Capital Group Growth ETF made up 1.01% of Smith, Moore & Co's portfolio in Q2 2026, its #20 holding.
  • Smith, Moore & Co first reported a position in Capital Group Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • 652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Smith, Moore & Co's 13F filing for Q2 2026, filed 12 Aug 2026.