Brass Tax Wealth Management’s Capital Group Growth ETF CGGR Stock Holding History

Brass Tax 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
2025 Q3	$13.3M	Buy	+302,039	New	+$12.8M	2.21%	12

Other funds holding CGGR

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

CGPCS

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Brass Tax Wealth Management's CGGR Position: Q3 2025 in Review

Brass Tax Wealth Management opened a new position in Capital Group Growth ETF (CGGR) in Q3 2025: 302,039 shares worth $13.3M. The stake represents 2.21% of the portfolio and ranks #12 among its holdings.

526 funds tracked by Wall St. Rank hold CGGR as of Q3 2025.

Brass Tax Wealth Management held 302,039 shares of Capital Group Growth ETF worth $13.3M as of Q3 2025.
Capital Group Growth ETF was a new Brass Tax Wealth Management position in Q3 2025.
Capital Group Growth ETF made up 2.21% of Brass Tax Wealth Management's portfolio in Q3 2025, its #12 holding.
526 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.