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

Capital A 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
Q2 		– Sell
-829
Closed -$28.4K – 498
2025
Q1 		$28.4K Sell
829
-75
-8% -$2.81K 0.03% 194
2024
Q4 		$33.6K Buy
+904
New +$33.2K 0.06% 183

Other funds holding CGGR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Capital A Wealth Management's CGGR Position: Q2 2025 in Review

Capital A Wealth Management sold out of Capital Group Growth ETF (CGGR) in Q2 2025, closing a stake of 829 shares — an estimated $28.4K sold.

Capital A Wealth Management first reported a position in CGGR in Q4 2024 and held it in 2 quarters. The position peaked at $33.6K in Q4 2024. 492 funds tracked by Wall St. Rank hold CGGR as of Q2 2025.

  • Capital A Wealth Management reported no remaining Capital Group Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 829 Capital Group Growth ETF shares in Q2 2025, an estimated $28.4K.
  • Capital A Wealth Management first reported a position in Capital Group Growth ETF in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Capital Group Growth ETF position peaked at $33.6K in Q4 2024.
  • 492 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.