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Trademark Financial Management’s Capital Group Growth ETF CGGR Stock Holding History

Trademark Financial Management’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 		– Sell
-9,178
Closed -$369K – 109
2026
Q1 		$369K Buy
9,178
+242
+3% +$10.4K 0.18% 75
2025
Q4 		$397K Buy
+8,936
New +$395K 0.22% 70

Other funds holding CGGR

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
NECFA
New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JF
JSF Financial Los Angeles, California $632M AUM 27.63% 1-Year Est. Return

Trademark Financial Management's CGGR Position: Q2 2026 in Review

Trademark Financial Management sold out of Capital Group Growth ETF (CGGR) in Q2 2026, closing a stake of 9,178 shares — an estimated $369K sold.

Trademark Financial Management first reported a position in CGGR in Q4 2025 and held it in 2 quarters. The position peaked at $397K in Q4 2025. 333 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Trademark Financial Management reported no remaining Capital Group Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Trademark Financial Management sold 9,178 Capital Group Growth ETF shares in Q2 2026, an estimated $369K.
  • Trademark Financial Management first reported a position in Capital Group Growth ETF in Q4 2025 and held it in 2 quarters.
  • Trademark Financial Management's Capital Group Growth ETF position peaked at $397K in Q4 2025.
  • 333 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Trademark Financial Management's 13F filing for Q2 2026, filed 27 Jul 2026.