CBFP
CGGR icon

Cedar Brook Financial Partners’s Capital Group Growth ETF CGGR Stock Holding History

Cedar Brook Financial Partners’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
Q2 		– Sell
-102,690
Closed -$3.29M – 78
2024
Q1 		$3.29M Buy
102,690
+22,628
+28% +$680K 0.65% 38
2023
Q4 		$2.27M Buy
80,062
+5,713
+8% +$148K 0.5% 50
2023
Q3 		$1.82M Buy
74,349
+2,126
+3% +$54K 0.48% 53
2023
Q2 		$1.82M Buy
72,223
+2,065
+3% +$48.1K 0.43% 55
2023
Q1 		$1.58M Buy
70,158
+3,385
+5% +$73.5K 0.4% 63
2022
Q4 		$1.33M Buy
66,773
+56,642
+559% +$1.15M 0.38% 69
2022
Q3 		$198K Buy
+10,131
New +$216K 0.06% 331

Other funds holding CGGR

CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return