Carolinas Wealth Consulting’s Capital Group Growth ETF CGGR Stock Holding History

Carolinas Wealth Consulting’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	-54,043	Closed	-$1.85M	–	150
2025 Q1	$1.85M	Buy	54,043 +5,075	+10%	+$190K	0.4%	41
2024 Q4	$1.82M	Buy	48,968 +2,308	+5%	+$84.8K	0.36%	46
2024 Q3	$1.62M	Buy	46,660 +985	+2%	+$32.6K	0.29%	49
2024 Q2	$1.5M	Buy	45,675 +2,476	+6%	+$78.6K	0.29%	50
2024 Q1	$1.38M	Sell	43,199 -1,178	-3%	-$35.4K	0.27%	53
2023 Q4	$1.25M	Buy	44,377 +438	+1%	+$11.3K	0.27%	51
2023 Q3	$1.05M	Buy	43,939 +4,600	+12%	+$117K	0.26%	53
2023 Q2	$995K	Buy	39,339 +1,028	+3%	+$23.9K	0.2%	69
2023 Q1	$860K	Buy	38,311 +2,139	+6%	+$46.4K	0.18%	72
2022 Q4	$721K	Buy	36,172 +35,678	+7,222%	+$726K	0.16%	74
2022 Q3	$10K	Hold	494	–	–	﹤0.01%	565
2022 Q2	$10K	Buy	+494	New	+$11.1K	﹤0.01%	566

Other funds holding CGGR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Carolinas Wealth Consulting's CGGR Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Capital Group Growth ETF (CGGR) in Q2 2025, closing a stake of 54,043 shares — an estimated $1.85M sold.

Carolinas Wealth Consulting first reported a position in CGGR in Q2 2022 and held it in 12 quarters. The position peaked at $1.85M in Q1 2025. 492 funds tracked by Wall St. Rank hold CGGR as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Capital Group Growth ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 54,043 Capital Group Growth ETF shares in Q2 2025, an estimated $1.85M.
Carolinas Wealth Consulting first reported a position in Capital Group Growth ETF in Q2 2022 and held it in 12 quarters.
Carolinas Wealth Consulting's Capital Group Growth ETF position peaked at $1.85M in Q1 2025.
492 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.