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Insigneo Advisory Services’s Capital Group Growth ETF CGGR Stock Holding History

Insigneo Advisory Services’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 		– Sell
-6,585
Closed -$289K – 777
2025
Q3 		$289K Buy
+6,585
New +$278K 0.02% 522

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Envestnet Asset Management
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Insigneo Advisory Services's CGGR Position: Q4 2025 in Review

Insigneo Advisory Services sold out of Capital Group Growth ETF (CGGR) in Q4 2025, closing a stake of 6,585 shares — an estimated $289K sold.

Insigneo Advisory Services first reported a position in CGGR in Q3 2025 and held it in 1 quarter. The position peaked at $289K in Q3 2025. 608 funds tracked by Wall St. Rank hold CGGR as of Q4 2025.

  • Insigneo Advisory Services reported no remaining Capital Group Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Insigneo Advisory Services sold 6,585 Capital Group Growth ETF shares in Q4 2025, an estimated $289K.
  • Insigneo Advisory Services first reported a position in Capital Group Growth ETF in Q3 2025 and held it in 1 quarter.
  • Insigneo Advisory Services's Capital Group Growth ETF position peaked at $289K in Q3 2025.
  • 608 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q4 2025.

Based on Insigneo Advisory Services's 13F filing for Q4 2025, filed 12 Feb 2026.