Bartlett & Co’s Capital Group Growth ETF CGGR Stock Holding History

Bartlett & Co’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
2023 Q4	$1K	Buy	+43	New	+$1.11K	﹤0.01%	1175

Other funds holding CGGR

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Bartlett & Co's CGGR Position: Q4 2023 in Review

Bartlett & Co opened a new position in Capital Group Growth ETF (CGGR) in Q4 2023: 43 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1175 among its holdings.

264 funds tracked by Wall St. Rank hold CGGR as of Q4 2023.

Bartlett & Co held 43 shares of Capital Group Growth ETF worth $1K as of Q4 2023.
Capital Group Growth ETF was a new Bartlett & Co position in Q4 2023.
Capital Group Growth ETF made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #1175 holding.
264 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.