High Falls Advisors’s Capital Group Growth ETF CGGR Stock Holding History

High Falls 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
2025 Q4	$553K	Buy	12,440 +1,561	+14%	+$68.9K	0.11%	61
2025 Q3	$478K	Hold	10,879	–	–	0.1%	72
2025 Q2	$442K	Buy	10,879 +1,397	+15%	+$51K	0.1%	72
2025 Q1	$325K	Buy	9,482 +1,772	+23%	+$66.3K	0.08%	87
2024 Q4	$287K	Buy	7,710 +715	+10%	+$26.3K	0.07%	91
2024 Q3	$243K	Hold	6,995	–	–	0.06%	105
2024 Q2	$230K	Buy	+6,995	New	+$222K	0.06%	113

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

High Falls Advisors's CGGR Position: Q4 2025 in Review

High Falls Advisors increased its Capital Group Growth ETF (CGGR) stake by 14% in Q4 2025, buying an estimated $68.9K and bringing the position to 12,440 shares worth $553K. The position accounts for 0.11% of the portfolio, ranked #61.

High Falls Advisors first reported a position in CGGR in Q2 2024 and has held it in 7 quarters since. 609 funds tracked by Wall St. Rank hold CGGR as of Q4 2025.

High Falls Advisors held 12,440 shares of Capital Group Growth ETF worth $553K as of Q4 2025.
High Falls Advisors bought 1,561 Capital Group Growth ETF shares in Q4 2025, an estimated $68.9K.
Capital Group Growth ETF made up 0.11% of High Falls Advisors's portfolio in Q4 2025, its #61 holding.
High Falls Advisors first reported a position in Capital Group Growth ETF in Q2 2024 and has held it in 7 quarters since.
609 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q4 2025.

Based on High Falls Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.