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Fulcrum Equity Management’s Capital Group Growth ETF CGGR Stock Holding History

Fulcrum Equity 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
2024
Q2 		– Sell
-11,389
Closed -$364K – 133
2024
Q1 		$364K Buy
+11,389
New +$342K 0.43% 73

Other funds holding CGGR

CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $110B AUM 26.29% 1-Year Est. Return

Fulcrum Equity Management's CGGR Position: Q2 2024 in Review

Fulcrum Equity Management sold out of Capital Group Growth ETF (CGGR) in Q2 2024, closing a stake of 11,389 shares — an estimated $364K sold.

Fulcrum Equity Management first reported a position in CGGR in Q1 2024 and held it in 1 quarter. The position peaked at $364K in Q1 2024. 330 funds tracked by Wall St. Rank hold CGGR as of Q2 2024.

  • Fulcrum Equity Management reported no remaining Capital Group Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Fulcrum Equity Management sold 11,389 Capital Group Growth ETF shares in Q2 2024, an estimated $364K.
  • Fulcrum Equity Management first reported a position in Capital Group Growth ETF in Q1 2024 and held it in 1 quarter.
  • Fulcrum Equity Management's Capital Group Growth ETF position peaked at $364K in Q1 2024.
  • 330 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2024.

Based on Fulcrum Equity Management's 13F filing for Q2 2024, filed 22 Jul 2024.