BWA
CGGR icon

BlueChip Wealth Advisors’s Capital Group Growth ETF CGGR Stock Holding History

BlueChip Wealth Advisors’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
Q1 		$5.78M Sell
143,737
-13,820
-9% -$597K 2.54% 11
2025
Q4 		$7.01M Buy
157,557
+8,746
+6% +$386K 2.94% 8
2025
Q3 		$6.54M Buy
148,811
+3,149
+2% +$133K 2.79% 9
2025
Q2 		$5.92M Buy
145,662
+1,218
+0.8% +$44.4K 2.64% 10
2025
Q1 		$4.95M Buy
144,444
+4,464
+3% +$167K 2.43% 12
2024
Q4 		$5.2M Buy
139,980
+2,213
+2% +$81.3K 2.89% 10
2024
Q3 		$4.79M Buy
137,767
+4,601
+3% +$152K 2.51% 11
2024
Q2 		$4.38M Buy
133,166
+10,690
+9% +$339K 2.58% 11
2024
Q1 		$3.92M Buy
+122,476
New +$3.68M 2.53% 11

Other funds holding CGGR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return