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BOLTON SECURITIES CORPORATION’s Capital Group Growth ETF CGGR Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$173K Sell
3,653
-788
-18% -$36.7K 0.01% 934
2026
Q2 		$210K Buy
4,441
+1,835
+70% +$82.9K 0.01% 883
2026
Q1 		$105K Buy
+2,606
New +$113K ﹤0.01% 1009
2025
Q3 		$46.1K Buy
+1,050
New +$44.3K ﹤0.01% 1161
2025
Q1 		$25.7K Buy
+750
New +$28.1K ﹤0.01% 1225

Other funds holding CGGR

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Capital Group Private Client Services
Capital Group Private Client Services Los Angeles, California $7.08B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Forge Financial Services
Forge Financial Services Edmond, Oklahoma $1.17B AUM 12.47% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's CGGR Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its Capital Group Growth ETF (CGGR) stake by 18% in Q3 2026, selling an estimated $36.7K and leaving 3,653 shares worth $173K. The position accounts for 0.01% of the portfolio, ranked #934.

BOLTON SECURITIES CORPORATION first reported a position in CGGR in Q1 2025 and has held it in 5 quarters since. The position peaked at $210K in Q2 2026. 510 funds tracked by Wall St. Rank hold CGGR as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 3,653 shares of Capital Group Growth ETF worth $173K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 788 Capital Group Growth ETF shares in Q3 2026, an estimated $36.7K.
  • Capital Group Growth ETF made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #934 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Capital Group Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's Capital Group Growth ETF position peaked at $210K in Q2 2026.
  • 510 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.