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WhitTier Trust Company’s Capital Group Growth ETF CGGR Stock Holding History

WhitTier Trust Company’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 		$60.2K Sell
1,291
-86
-6% -$3.89K ﹤0.01% 703
2026
Q1 		$55.9K Buy
1,377
+57
+4% +$2.46K ﹤0.01% 705
2025
Q4 		$60K Buy
1,320
+85
+7% +$3.75K ﹤0.01% 681
2025
Q3 		$54.6K Hold
1,235
– – ﹤0.01% 671
2025
Q2 		$50.2K Sell
1,235
-47
-4% -$1.72K ﹤0.01% 785
2025
Q1 		$43.9K Hold
1,282
– – ﹤0.01% 805
2024
Q4 		$47.6K Hold
1,282
– – ﹤0.01% 767
2024
Q3 		$44.6K Hold
1,282
– – ﹤0.01% 778
2024
Q2 		$42.2K Hold
1,282
– – ﹤0.01% 743
2024
Q1 		$41K Buy
1,282
+762
+147% +$22.9K ﹤0.01% 721
2023
Q4 		$14.7K Buy
+520
New +$13.4K ﹤0.01% 904

Other funds holding CGGR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFS
Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 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

WhitTier Trust Company's CGGR Position: Q2 2026 in Review

WhitTier Trust Company reduced its Capital Group Growth ETF (CGGR) stake by 6.2% in Q2 2026, selling an estimated $3.89K and leaving 1,291 shares worth $60.2K. The position accounts for ﹤0.01% of the portfolio, ranked #703.

WhitTier Trust Company first reported a position in CGGR in Q4 2023 and has held it in 11 quarters since. 443 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • WhitTier Trust Company held 1,291 shares of Capital Group Growth ETF worth $60.2K as of Q2 2026.
  • WhitTier Trust Company sold 86 Capital Group Growth ETF shares in Q2 2026, an estimated $3.89K.
  • Capital Group Growth ETF made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #703 holding.
  • WhitTier Trust Company first reported a position in Capital Group Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 443 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.