GPS Wealth Strategies Group’s Capital Group Growth ETF CGGR Stock Holding History

GPS Wealth Strategies Group’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	$114K	Sell	2,565 -9,455	-79%	-$417K	0.1%	137
2025 Q3	$528K	Buy	12,020 +167	+1%	+$7.05K	0.06%	183
2025 Q2	$482K	Sell	11,853 -390	-3%	-$14.2K	0.06%	185
2025 Q1	$419K	Buy	12,243 +727	+6%	+$27.2K	0.06%	200
2024 Q4	$428K	Buy	11,516 +477	+4%	+$17.5K	0.05%	191
2024 Q3	$386K	Buy	11,039 +7,065	+178%	+$234K	0.05%	215
2024 Q2	$131K	Sell	3,974 -220	-5%	-$6.98K	0.02%	344
2024 Q1	$134K	Sell	4,194 -65	-2%	-$1.95K	0.02%	320
2023 Q4	$120K	Hold	4,259	–	–	0.02%	325
2023 Q3	$104K	Buy	4,259 +1,884	+79%	+$47.8K	0.02%	351
2023 Q2	$59.9K	Hold	2,375	–	–	0.01%	454
2023 Q1	$53.3K	Buy	+2,375	New	+$51.6K	0.01%	469

Other funds holding CGGR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

GPS Wealth Strategies Group's CGGR Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its Capital Group Growth ETF (CGGR) stake by 79% in Q4 2025, selling an estimated $417K and leaving 2,565 shares worth $114K. The position accounts for 0.1% of the portfolio, ranked #137.

GPS Wealth Strategies Group first reported a position in CGGR in Q1 2023 and has held it in 12 quarters since. The position peaked at $528K in Q3 2025. 609 funds tracked by Wall St. Rank hold CGGR as of Q4 2025.

GPS Wealth Strategies Group held 2,565 shares of Capital Group Growth ETF worth $114K as of Q4 2025.
GPS Wealth Strategies Group sold 9,455 Capital Group Growth ETF shares in Q4 2025, an estimated $417K.
Capital Group Growth ETF made up 0.1% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #137 holding.
GPS Wealth Strategies Group first reported a position in Capital Group Growth ETF in Q1 2023 and has held it in 12 quarters since.
GPS Wealth Strategies Group's Capital Group Growth ETF position peaked at $528K in Q3 2025.
609 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.