BC
CGGR icon

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

Burleson & 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
2022
Q4 		$40 Hold
2
– – ﹤0.01% 417
2022
Q3 		$0 Hold
2
– – ﹤0.01% 414
2022
Q2 		$0 Buy
+2
New +$45 ﹤0.01% 441

Other funds holding CGGR

CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
NECFA
New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Burleson & Co's CGGR Position: Q4 2022 in Review

Burleson & Co held its Capital Group Growth ETF (CGGR) position steady in Q4 2022 at 2 shares worth $40. The position accounts for ﹤0.01% of the portfolio, ranked #417.

Burleson & Co first reported a position in CGGR in Q2 2022 and has held it in 3 quarters since. 124 funds tracked by Wall St. Rank hold CGGR as of Q4 2022.

  • Burleson & Co held 2 shares of Capital Group Growth ETF worth $40 as of Q4 2022.
  • Burleson & Co left its Capital Group Growth ETF share count unchanged in Q4 2022.
  • Capital Group Growth ETF made up ﹤0.01% of Burleson & Co's portfolio in Q4 2022, its #417 holding.
  • Burleson & Co first reported a position in Capital Group Growth ETF in Q2 2022 and has held it in 3 quarters since.
  • 124 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.