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Godsey & Gibb Inc’s Capital Group Growth ETF CGGR Stock Holding History

Godsey & Gibb Inc’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
Q3 		– Sell
-3,544
Closed -$117K – 436
2024
Q2 		$117K Buy
+3,544
New +$112K 0.01% 142

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Commonwealth Equity Services
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Northwestern Mutual Wealth Management
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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

Godsey & Gibb Inc's CGGR Position: Q3 2024 in Review

Godsey & Gibb Inc sold out of Capital Group Growth ETF (CGGR) in Q3 2024, closing a stake of 3,544 shares — an estimated $117K sold.

Godsey & Gibb Inc first reported a position in CGGR in Q2 2024 and held it in 1 quarter. The position peaked at $117K in Q2 2024. 353 funds tracked by Wall St. Rank hold CGGR as of Q3 2024.

  • Godsey & Gibb Inc reported no remaining Capital Group Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Godsey & Gibb Inc sold 3,544 Capital Group Growth ETF shares in Q3 2024, an estimated $117K.
  • Godsey & Gibb Inc first reported a position in Capital Group Growth ETF in Q2 2024 and held it in 1 quarter.
  • Godsey & Gibb Inc's Capital Group Growth ETF position peaked at $117K in Q2 2024.
  • 353 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2024.

Based on Godsey & Gibb Inc's 13F filing for Q3 2024, filed 18 Oct 2024.