Destiny Wealth Partners’s Capital Group Growth ETF CGGR Stock Holding History

Destiny Wealth 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
2026 Q1	$4.62M	Buy	114,939 +1,710	+2%	+$73.8K	0.51%	55
2025 Q4	$5.09M	Sell	113,229 -1,490	-1%	-$65.8K	0.58%	49
2025 Q3	$5.04M	Sell	114,719 -10,188	-8%	-$430K	0.62%	49
2025 Q2	$5.08M	Buy	124,907 +6,856	+6%	+$250K	0.68%	51
2025 Q1	$4.04M	Buy	118,051 +5,502	+5%	+$206K	0.64%	52
2024 Q4	$4.18M	Buy	112,549 +3,000	+3%	+$110K	0.68%	49
2024 Q3	$3.81M	Buy	109,549 +2,761	+3%	+$91.5K	0.67%	48
2024 Q2	$3.51M	Sell	106,788 -13,841	-11%	-$439K	0.63%	49
2024 Q1	$3.86M	Sell	120,629 -3,715	-3%	-$112K	0.69%	51
2023 Q4	$3.43M	Sell	124,344 -17,001	-12%	-$440K	0.64%	50
2023 Q3	$3.46M	Buy	+141,345	New	+$3.59M	0.7%	48

Other funds holding CGGR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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