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

ICA Group 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
2024 Q2	$77.6K	Sell	2,360 -8,864	-79%	-$281K	0.05%	196
2024 Q1	$359K	Buy	11,224 +1,346	+14%	+$40.5K	0.07%	206
2023 Q4	$279K	Buy	+9,878	New	+$255K	0.06%	211
2023 Q3	–	Sell	-80	Closed	-$2.02K	–	377
2023 Q2	$2.02K	Buy	+80	New	+$1.86K	﹤0.01%	1127

Other funds holding CGGR

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

ICA Group Wealth Management's CGGR Position: Q2 2024 in Review

ICA Group Wealth Management reduced its Capital Group Growth ETF (CGGR) stake by 79% in Q2 2024, selling an estimated $281K and leaving 2,360 shares worth $77.6K. The position accounts for 0.05% of the portfolio, ranked #196.

ICA Group Wealth Management first reported a position in CGGR in Q2 2023 and has held it in 4 quarters since. The position peaked at $359K in Q1 2024. 330 funds tracked by Wall St. Rank hold CGGR as of Q2 2024.

ICA Group Wealth Management held 2,360 shares of Capital Group Growth ETF worth $77.6K as of Q2 2024.
ICA Group Wealth Management sold 8,864 Capital Group Growth ETF shares in Q2 2024, an estimated $281K.
Capital Group Growth ETF made up 0.05% of ICA Group Wealth Management's portfolio in Q2 2024, its #196 holding.
ICA Group Wealth Management first reported a position in Capital Group Growth ETF in Q2 2023 and has held it in 4 quarters since.
ICA Group Wealth Management's Capital Group Growth ETF position peaked at $359K in Q1 2024.
330 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.