Hershey Financial Advisers’s Capital Group Growth ETF CGGR Stock Holding History

Hershey Financial Advisers’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 Q2	$58K	Buy	+1,764	New	+$56K	0.05%	64

Other funds holding CGGR

CGPCS

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

LPL Financial San Diego, California $445B AUM 25.58% 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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Hershey Financial Advisers's CGGR Position: Q2 2024 in Review

Hershey Financial Advisers opened a new position in Capital Group Growth ETF (CGGR) in Q2 2024: 1,764 shares worth $58K. The stake represents 0.05% of the portfolio and ranks #64 among its holdings.

330 funds tracked by Wall St. Rank hold CGGR as of Q2 2024.

Hershey Financial Advisers held 1,764 shares of Capital Group Growth ETF worth $58K as of Q2 2024.
Capital Group Growth ETF was a new Hershey Financial Advisers position in Q2 2024.
Capital Group Growth ETF made up 0.05% of Hershey Financial Advisers's portfolio in Q2 2024, its #64 holding.
330 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2024.

Based on Hershey Financial Advisers's 13F filing for Q2 2024, filed 19 Aug 2024.