Bridge Advisory’s Capital Group Growth ETF CGGR Stock Holding History

Bridge Advisory’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	$240K	Buy	6,886 +9	+0.1%	+$298	0.11%	90
2024 Q2	$226K	Sell	6,877 -831	-11%	-$26.4K	0.11%	90
2024 Q1	$247K	Sell	7,708 -1,163	-13%	-$35K	0.12%	92
2023 Q4	$250K	Sell	8,871 -42,094	-83%	-$1.09M	0.13%	96
2023 Q3	$1.25M	Buy	50,965 +719	+1%	+$18.3K	0.44%	59
2023 Q2	$1.27M	Buy	50,246 +1,080	+2%	+$25.2K	0.47%	52
2023 Q1	$1.1M	Sell	49,166 -1,145	-2%	-$24.9K	0.43%	53
2022 Q4	$1M	Buy	50,311 +769	+2%	+$15.6K	0.42%	56
2022 Q3	$967K	Buy	+49,542	New	+$1.06M	0.47%	50

Other funds holding CGGR

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

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

RJA

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

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

Bridge Advisory's CGGR Position: Q3 2024 in Review

Bridge Advisory increased its Capital Group Growth ETF (CGGR) stake by 0.13% in Q3 2024, buying an estimated $298 and bringing the position to 6,886 shares worth $240K. The position accounts for 0.11% of the portfolio, ranked #90.

Bridge Advisory first reported a position in CGGR in Q3 2022 and has held it in 9 quarters since. The position peaked at $1.27M in Q2 2023. 353 funds tracked by Wall St. Rank hold CGGR as of Q3 2024.

Bridge Advisory held 6,886 shares of Capital Group Growth ETF worth $240K as of Q3 2024.
Bridge Advisory bought 9 Capital Group Growth ETF shares in Q3 2024, an estimated $298.
Capital Group Growth ETF made up 0.11% of Bridge Advisory's portfolio in Q3 2024, its #90 holding.
Bridge Advisory first reported a position in Capital Group Growth ETF in Q3 2022 and has held it in 9 quarters since.
Bridge Advisory's Capital Group Growth ETF position peaked at $1.27M in Q2 2023.
353 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2024.

Based on Bridge Advisory's 13F filing for Q3 2024, filed 1 Oct 2024.