HA
CGGR icon

HFG Advisors’s Capital Group Growth ETF CGGR Stock Holding History

HFG Advisors’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
2026
Q1 		$580K Hold
14,430
– – 0.41% 54
2025
Q4 		$642K Hold
14,430
– – 0.47% 51
2025
Q3 		$634K Sell
14,430
-1,697
-11% -$71.7K 0.47% 52
2025
Q2 		$656K Hold
16,127
– – 0.52% 50
2025
Q1 		$552K Hold
16,127
– – 0.47% 51
2024
Q4 		$599K Hold
16,127
– – 0.52% 47
2024
Q3 		$561K Hold
16,127
– – 0.5% 48
2024
Q2 		$530K Hold
16,127
– – 0.5% 47
2024
Q1 		$516K Buy
16,127
+6,490
+67% +$195K 0.46% 52
2023
Q4 		$272K Hold
9,637
– – 0.26% 79
2023
Q3 		$236K Buy
+9,637
New +$245K 0.26% 76

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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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