Householder Group Estate & Retirement Specialist’s Capital Group Growth ETF CGGR Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	–	Sell	-14,644	Closed	-$509K	–	647
2024 Q3	$509K	Hold	14,644	–	–	0.15%	138
2024 Q2	$481K	Buy	14,644 +1,305	+10%	+$41.4K	0.14%	143
2024 Q1	$427K	Buy	13,339 +1,927	+17%	+$57.9K	0.13%	153
2023 Q4	$322K	Buy	11,412 +1,512	+15%	+$39.1K	0.11%	175
2023 Q3	$243K	Buy	+9,900	New	+$251K	0.09%	194
2023 Q1	$222K	Buy	+9,900	New	+$215K	0.09%	190
2022 Q4	–	Sell	-6,970	Closed	-$136K	–	447
2022 Q3	$136K	Buy	+6,970	New	+$149K	0.06%	217

Other funds holding CGGR

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's CGGR Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Capital Group Growth ETF (CGGR) in Q4 2024, closing a stake of 14,644 shares — an estimated $509K sold.

Householder Group Estate & Retirement Specialist first reported a position in CGGR in Q3 2022 and held it in 7 quarters. The position peaked at $509K in Q3 2024. 438 funds tracked by Wall St. Rank hold CGGR as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Capital Group Growth ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 14,644 Capital Group Growth ETF shares in Q4 2024, an estimated $509K.
Householder Group Estate & Retirement Specialist first reported a position in Capital Group Growth ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's Capital Group Growth ETF position peaked at $509K in Q3 2024.
438 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.