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Clearview Wealth Advisors’s Capital Group Growth ETF CGGR Stock Holding History

Clearview Wealth Advisors’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
Q4 		$9.32M Buy
209,630
+719
+0.3% +$31.7K 5.91% 4
2025
Q3 		$9.18M Buy
208,911
+10,361
+5% +$437K 5.87% 4
2025
Q2 		$8.07M Buy
198,550
+13,585
+7% +$496K 5.62% 4
2025
Q1 		$6.34M Sell
184,965
-13,492
-7% -$505K 4.73% 5
2024
Q4 		$7.38M Buy
198,457
+2,658
+1% +$97.6K 5.61% 5
2024
Q3 		$6.81M Buy
195,799
+24,751
+14% +$820K 5.25% 5
2024
Q2 		$5.63M Buy
+171,048
New +$5.43M 4.91% 5

Other funds holding CGGR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Clearview Wealth Advisors's CGGR Position: Q4 2025 in Review

Clearview Wealth Advisors increased its Capital Group Growth ETF (CGGR) stake by 0.34% in Q4 2025, buying an estimated $31.7K and bringing the position to 209,630 shares worth $9.32M. The position accounts for 5.91% of the portfolio, ranked #4.

Clearview Wealth Advisors first reported a position in CGGR in Q2 2024 and has held it in 7 quarters since. 608 funds tracked by Wall St. Rank hold CGGR as of Q4 2025.

  • Clearview Wealth Advisors held 209,630 shares of Capital Group Growth ETF worth $9.32M as of Q4 2025.
  • Clearview Wealth Advisors bought 719 Capital Group Growth ETF shares in Q4 2025, an estimated $31.7K.
  • Capital Group Growth ETF made up 5.91% of Clearview Wealth Advisors's portfolio in Q4 2025, its #4 holding.
  • Clearview Wealth Advisors first reported a position in Capital Group Growth ETF in Q2 2024 and has held it in 7 quarters since.
  • 608 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.