Baker Tilly Wealth Management’s Capital Group Growth ETF CGGR Stock Holding History

Baker Tilly Wealth Management’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
2024 Q3	–	Sell	-13,205	Closed	-$434K	–	238
2024 Q2	$434K	Sell	13,205 -7,500	-36%	-$238K	0.18%	138
2024 Q1	$662K	Buy	20,705 +830	+4%	+$25K	0.12%	188
2023 Q4	$561K	Buy	19,875 +2,480	+14%	+$64.1K	0.09%	253
2023 Q3	$426K	Buy	17,395 +7,575	+77%	+$192K	0.07%	294
2023 Q2	$248K	Buy	+9,820	New	+$229K	0.03%	485

Other funds holding CGGR

CGPCS

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

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

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

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

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

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Baker Tilly Wealth Management's CGGR Position: Q3 2024 in Review

Baker Tilly Wealth Management sold out of Capital Group Growth ETF (CGGR) in Q3 2024, closing a stake of 13,205 shares — an estimated $434K sold.

Baker Tilly Wealth Management first reported a position in CGGR in Q2 2023 and held it in 5 quarters. The position peaked at $662K in Q1 2024. 353 funds tracked by Wall St. Rank hold CGGR as of Q3 2024.

Baker Tilly Wealth Management reported no remaining Capital Group Growth ETF position as of Q3 2024 after selling out during the quarter.
Baker Tilly Wealth Management sold 13,205 Capital Group Growth ETF shares in Q3 2024, an estimated $434K.
Baker Tilly Wealth Management first reported a position in Capital Group Growth ETF in Q2 2023 and held it in 5 quarters.
Baker Tilly Wealth Management's Capital Group Growth ETF position peaked at $662K in Q1 2024.
353 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2024, filed 24 Oct 2024.