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Smith Thornton Advisors’s Capital Group Growth ETF CGGR Stock Holding History

Smith Thornton Advisors’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 		$10.4M Buy
223,806
+18,826
+9% +$851K 4.57% 2
2026
Q1 		$8.24M Buy
204,980
+8,340
+4% +$360K 4.15% 2
2025
Q4 		$8.74M Buy
196,640
+3,457
+2% +$153K 4.45% 2
2025
Q3 		$8.48M Buy
193,183
+8,731
+5% +$369K 4.45% 2
2025
Q2 		$7.5M Buy
184,452
+10,192
+6% +$372K 4.31% 2
2025
Q1 		$5.97M Buy
174,260
+99,725
+134% +$3.73M 3.72% 3
2024
Q4 		$2.77M Buy
+74,535
New +$2.74M 1.75% 15

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
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

Smith Thornton Advisors's CGGR Position: Q2 2026 in Review

Smith Thornton Advisors increased its Capital Group Growth ETF (CGGR) stake by 9.2% in Q2 2026, buying an estimated $851K and bringing the position to 223,806 shares worth $10.4M. The position accounts for 4.57% of the portfolio, ranked #2.

Smith Thornton Advisors first reported a position in CGGR in Q4 2024 and has held it in 7 quarters since. 229 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Smith Thornton Advisors held 223,806 shares of Capital Group Growth ETF worth $10.4M as of Q2 2026.
  • Smith Thornton Advisors bought 18,826 Capital Group Growth ETF shares in Q2 2026, an estimated $851K.
  • Capital Group Growth ETF made up 4.57% of Smith Thornton Advisors's portfolio in Q2 2026, its #2 holding.
  • Smith Thornton Advisors first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 229 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Smith Thornton Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.