AssetMark Inc’s Capital Group Growth ETF CGGR Stock Holding History

AssetMark Inc’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	$47.5M	Buy	1,001,593 +183,180	+22%	+$8.53M	0.08%	194
2026 Q2	$38.6M	Buy	818,413 +115,032	+16%	+$5.2M	0.07%	227
2026 Q1	$28.3M	Buy	703,381 +146,564	+26%	+$6.33M	0.06%	259
2025 Q4	$24.8M	Buy	556,817 +189,316	+52%	+$8.36M	0.05%	281
2025 Q3	$16.1M	Buy	367,501 +178,589	+95%	+$7.54M	0.03%	349
2025 Q2	$7.68M	Buy	188,912 +37,712	+25%	+$1.38M	0.02%	484
2025 Q1	$5.18M	Buy	151,200 +10,616	+8%	+$397K	0.01%	504
2024 Q4	$5.23M	Buy	140,584 +5,208	+4%	+$191K	0.01%	491
2024 Q3	$4.71M	Buy	135,376 +2,605	+2%	+$86.3K	0.01%	457
2024 Q2	$4.37M	Buy	132,771 +6,755	+5%	+$214K	0.01%	459
2024 Q1	$4.03M	Sell	126,016 -5,981	-5%	-$180K	0.01%	449
2023 Q4	$3.73M	Buy	131,997 +10,180	+8%	+$263K	0.01%	432
2023 Q3	$2.98M	Buy	+121,817	New	+$3.09M	0.01%	441

Other funds holding CGGR

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

JSF Financial Los Angeles, California $655M AUM 20.11% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

AssetMark Inc's CGGR Position: Q3 2026 in Review

AssetMark Inc increased its Capital Group Growth ETF (CGGR) stake by 22% in Q3 2026, buying an estimated $8.53M and bringing the position to 1,001,593 shares worth $47.5M. The position accounts for 0.08% of the portfolio, ranked #194.

AssetMark Inc first reported a position in CGGR in Q3 2023 and has held it in 13 quarters since. 313 funds tracked by Wall St. Rank hold CGGR as of Q3 2026.

AssetMark Inc held 1,001,593 shares of Capital Group Growth ETF worth $47.5M as of Q3 2026.
AssetMark Inc bought 183,180 Capital Group Growth ETF shares in Q3 2026, an estimated $8.53M.
Capital Group Growth ETF made up 0.08% of AssetMark Inc's portfolio in Q3 2026, its #194 holding.
AssetMark Inc first reported a position in Capital Group Growth ETF in Q3 2023 and has held it in 13 quarters since.
313 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.