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CGGR icon

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
LPL Financial San Diego, California $376B 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 $501B 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