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Bison Wealth’s Capital Group Growth ETF CGGR Stock Holding History

Bison Wealth’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
Q4 		$536K Sell
14,407
-1,740
-11% -$63.9K 0.12% 149
2024
Q3 		$562K Sell
16,147
-44
-0.3% -$1.46K 0.09% 219
2024
Q2 		$518K Hold
16,191
– – 0.08% 238
2024
Q1 		$518K Hold
16,191
– – 0.08% 238
2023
Q4 		$457K Buy
16,191
+35
+0.2% +$905 0.08% 248
2023
Q3 		$396K Buy
+16,156
New +$410K 0.08% 252

Other funds holding CGGR

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bison Wealth's CGGR Position: Q4 2024 in Review

Bison Wealth reduced its Capital Group Growth ETF (CGGR) stake by 11% in Q4 2024, selling an estimated $63.9K and leaving 14,407 shares worth $536K. The position accounts for 0.12% of the portfolio, ranked #149.

Bison Wealth first reported a position in CGGR in Q3 2023 and has held it in 6 quarters since. The position peaked at $562K in Q3 2024. 438 funds tracked by Wall St. Rank hold CGGR as of Q4 2024.

  • Bison Wealth held 14,407 shares of Capital Group Growth ETF worth $536K as of Q4 2024.
  • Bison Wealth sold 1,740 Capital Group Growth ETF shares in Q4 2024, an estimated $63.9K.
  • Capital Group Growth ETF made up 0.12% of Bison Wealth's portfolio in Q4 2024, its #149 holding.
  • Bison Wealth first reported a position in Capital Group Growth ETF in Q3 2023 and has held it in 6 quarters since.
  • Bison Wealth's Capital Group Growth ETF position peaked at $562K in Q3 2024.
  • 438 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.