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Horizon Wealth Management’s Capital Group Growth ETF CGGR Stock Holding History

Horizon Wealth Management’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
2022
Q3 		– Sell
-158,271
Closed -$3.16M – 79
2022
Q2 		$3.16M Buy
+158,271
New +$3.57M 1.31% 21

Other funds holding CGGR

CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Horizon Wealth Management's CGGR Position: Q3 2022 in Review

Horizon Wealth Management sold out of Capital Group Growth ETF (CGGR) in Q3 2022, closing a stake of 158,271 shares — an estimated $3.16M sold.

Horizon Wealth Management first reported a position in CGGR in Q2 2022 and held it in 1 quarter. The position peaked at $3.16M in Q2 2022. 94 funds tracked by Wall St. Rank hold CGGR as of Q3 2022.

  • Horizon Wealth Management reported no remaining Capital Group Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Horizon Wealth Management sold 158,271 Capital Group Growth ETF shares in Q3 2022, an estimated $3.16M.
  • Horizon Wealth Management first reported a position in Capital Group Growth ETF in Q2 2022 and held it in 1 quarter.
  • Horizon Wealth Management's Capital Group Growth ETF position peaked at $3.16M in Q2 2022.
  • 94 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2022.

Based on Horizon Wealth Management's 13F filing for Q3 2022, filed 18 Nov 2022.