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1620 Investment Advisors’s Capital Group Growth ETF CGGR Stock Holding History

1620 Investment 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
2025
Q4 		– Sell
-184
Closed -$8.08K – 655
2025
Q3 		$8.08K Sell
184
-17
-8% -$718 0.01% 479
2025
Q2 		$8.17K Buy
+201
New +$7.33K 0.01% 481

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
Capital Group Private Client Services
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

1620 Investment Advisors's CGGR Position: Q4 2025 in Review

1620 Investment Advisors sold out of Capital Group Growth ETF (CGGR) in Q4 2025, closing a stake of 184 shares — an estimated $8.08K sold.

1620 Investment Advisors first reported a position in CGGR in Q2 2025 and held it in 2 quarters. The position peaked at $8.17K in Q2 2025. 609 funds tracked by Wall St. Rank hold CGGR as of Q4 2025.

  • 1620 Investment Advisors reported no remaining Capital Group Growth ETF position as of Q4 2025 after selling out during the quarter.
  • 1620 Investment Advisors sold 184 Capital Group Growth ETF shares in Q4 2025, an estimated $8.08K.
  • 1620 Investment Advisors first reported a position in Capital Group Growth ETF in Q2 2025 and held it in 2 quarters.
  • 1620 Investment Advisors's Capital Group Growth ETF position peaked at $8.17K in Q2 2025.
  • 609 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q4 2025.

Based on 1620 Investment Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.