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Gries Financial’s Capital Group Growth ETF CGGR Stock Holding History

Gries Financial’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
Q3 		$2.12M Buy
48,212
+878
+2% +$37.1K 0.33% 67
2025
Q2 		$1.92M Buy
+47,334
New +$1.73M 0.35% 63

Other funds holding CGGR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Gries Financial's CGGR Position: Q3 2025 in Review

Gries Financial increased its Capital Group Growth ETF (CGGR) stake by 1.9% in Q3 2025, buying an estimated $37.1K and bringing the position to 48,212 shares worth $2.12M. The position accounts for 0.33% of the portfolio, ranked #67.

Gries Financial first reported a position in CGGR in Q2 2025 and has held it in 2 quarters since. 526 funds tracked by Wall St. Rank hold CGGR as of Q3 2025.

  • Gries Financial held 48,212 shares of Capital Group Growth ETF worth $2.12M as of Q3 2025.
  • Gries Financial bought 878 Capital Group Growth ETF shares in Q3 2025, an estimated $37.1K.
  • Capital Group Growth ETF made up 0.33% of Gries Financial's portfolio in Q3 2025, its #67 holding.
  • Gries Financial first reported a position in Capital Group Growth ETF in Q2 2025 and has held it in 2 quarters since.
  • 526 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.