Atria Wealth Solutions’s Capital Group Growth ETF CGGR Stock Holding History

Atria Wealth Solutions’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 Q2	$23.2M	Sell	568,085 -197,270	-26%	-$7.2M	0.52%	30
2025 Q1	$26.2M	Buy	765,355 +128,802	+20%	+$4.82M	0.32%	64
2024 Q4	$23.7M	Sell	636,553 -101,903	-14%	-$3.74M	0.26%	80
2024 Q3	$25.7M	Buy	738,456 +177,989	+32%	+$5.9M	0.28%	73
2024 Q2	$18.4M	Buy	560,467 +59,348	+12%	+$1.88M	0.2%	104
2024 Q1	$16M	Buy	501,119 +36,813	+8%	+$1.11M	0.18%	118
2023 Q4	$13.1M	Buy	464,306 +190,734	+70%	+$4.93M	0.16%	134
2023 Q3	$6.7M	Buy	273,572 +21,095	+8%	+$535K	0.09%	222
2023 Q2	$6.37M	Buy	+252,477	New	+$5.88M	0.09%	227
2022 Q4	–	Sell	-13,668	Closed	-$267K	–	1809
2022 Q3	$267K	Buy	+13,668	New	+$292K	﹤0.01%	1372

Other funds holding CGGR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Atria Wealth Solutions's CGGR Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Capital Group Growth ETF (CGGR) stake by 26% in Q2 2025, selling an estimated $7.2M and leaving 568,085 shares worth $23.2M. The position accounts for 0.52% of the portfolio, ranked #30.

Atria Wealth Solutions first reported a position in CGGR in Q3 2022 and has held it in 10 quarters since. The position peaked at $26.2M in Q1 2025. 492 funds tracked by Wall St. Rank hold CGGR as of Q2 2025.

Atria Wealth Solutions held 568,085 shares of Capital Group Growth ETF worth $23.2M as of Q2 2025.
Atria Wealth Solutions sold 197,270 Capital Group Growth ETF shares in Q2 2025, an estimated $7.2M.
Capital Group Growth ETF made up 0.52% of Atria Wealth Solutions's portfolio in Q2 2025, its #30 holding.
Atria Wealth Solutions first reported a position in Capital Group Growth ETF in Q3 2022 and has held it in 10 quarters since.
Atria Wealth Solutions's Capital Group Growth ETF position peaked at $26.2M in Q1 2025.
492 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.