GRP
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Global Retirement Partners’s Capital Group Growth ETF CGGR Stock Holding History

Global Retirement 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
2025
Q4 		$39.1M Buy
879,221
+51,745
+6% +$2.28M 0.69% 26
2025
Q3 		$36.3M Sell
827,476
-12,808
-2% -$541K 0.81% 19
2025
Q2 		$34.2M Buy
+840,284
New +$30.7M 0.85% 16
2024
Q4 		$30.2M Sell
812,302
-70,201
-8% -$2.58M 0.87% 15
2024
Q3 		$30.7M Buy
882,503
+12,288
+1% +$407K 0.93% 14
2024
Q2 		$28.6M Buy
870,215
+47,946
+6% +$1.52M 0.9% 19
2024
Q1 		$26.3M Sell
822,269
-5,477
-0.7% -$165K 0.98% 16
2023
Q4 		$23.3M Buy
827,746
+27,701
+3% +$716K 0.97% 16
2023
Q3 		$19.5M Buy
800,045
+9,134
+1% +$232K 0.98% 14
2023
Q2 		$20M Buy
790,911
+143,995
+22% +$3.35M 0.97% 18
2023
Q1 		$14.5M Buy
646,916
+638,114
+7,250% +$13.9M 0.77% 24
2022
Q4 		$176K Buy
8,802
+375
+4% +$7.63K 0.01% 629
2022
Q3 		$172K Buy
8,427
+25
+0.3% +$534 0.01% 611
2022
Q2 		$168K Buy
8,402
+8,352
+16,704% +$188K 0.01% 596
2022
Q1 		$1K Buy
+50
New +$1.25K ﹤0.01% 2339

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

Global Retirement Partners's CGGR Position: Q4 2025 in Review

Global Retirement Partners increased its Capital Group Growth ETF (CGGR) stake by 6.3% in Q4 2025, buying an estimated $2.28M and bringing the position to 879,221 shares worth $39.1M. The position accounts for 0.69% of the portfolio, ranked #26.

Global Retirement Partners first reported a position in CGGR in Q1 2022 and has held it in 15 quarters since. 608 funds tracked by Wall St. Rank hold CGGR as of Q4 2025.

  • Global Retirement Partners held 879,221 shares of Capital Group Growth ETF worth $39.1M as of Q4 2025.
  • Global Retirement Partners bought 51,745 Capital Group Growth ETF shares in Q4 2025, an estimated $2.28M.
  • Capital Group Growth ETF made up 0.69% of Global Retirement Partners's portfolio in Q4 2025, its #26 holding.
  • Global Retirement Partners first reported a position in Capital Group Growth ETF in Q1 2022 and has held it in 15 quarters since.
  • 608 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.