AFAS
CGGR icon

Acorn Financial Advisory Services’s Capital Group Growth ETF CGGR Stock Holding History

Acorn Financial Advisory Services’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
Q1 		$243K Sell
6,035
-2,006
-25% -$86.6K 0.03% 185
2025
Q4 		$358K Sell
8,041
-1,417
-15% -$62.6K 0.05% 142
2025
Q3 		$415K Sell
9,458
-78
-0.8% -$3.29K 0.06% 129
2025
Q2 		$388K Sell
9,536
-1,264
-12% -$46.1K 0.06% 132
2025
Q1 		$370K Sell
10,800
-3,867
-26% -$145K 0.07% 126
2024
Q4 		$545K Sell
14,667
-158
-1% -$5.8K 0.09% 105
2024
Q3 		$516K Buy
14,825
+4,183
+39% +$139K 0.09% 108
2024
Q2 		$350K Hold
10,642
– – 0.07% 137
2024
Q1 		$340K Sell
10,642
-801
-7% -$24.1K 0.06% 146
2023
Q4 		$323K Sell
11,443
-9,240
-45% -$239K 0.06% 191
2023
Q3 		$507K Sell
20,683
-718
-3% -$18.2K 0.09% 132
2023
Q2 		$540K Buy
+21,401
New +$498K 0.1% 122

Other funds holding CGGR

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return