Marshall Wace’s Capital Group Growth ETF CGGR Stock Holding History

Marshall Wace’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	-211,035	Closed	-$9.27M	–	3007
2025 Q3	$9.27M	Buy	+211,035	New	+$8.91M	0.01%	939
2025 Q1	–	Sell	-226,127	Closed	-$8.41M	–	2671
2024 Q4	$8.41M	Buy	226,127 +84,079	+59%	+$3.09M	0.01%	858
2024 Q3	$4.94M	Buy	+142,048	New	+$4.71M	0.01%	1008
2023 Q4	–	Sell	-24,273	Closed	-$595K	–	2216
2023 Q3	$595K	Buy	+24,273	New	+$616K	﹤0.01%	1666

Other funds holding CGGR

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

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

CGPCS

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

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

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

Marshall Wace's CGGR Position: Q4 2025 in Review

Marshall Wace sold out of Capital Group Growth ETF (CGGR) in Q4 2025, closing a stake of 211,035 shares — an estimated $9.27M sold.

Marshall Wace first reported a position in CGGR in Q3 2023 and held it in 4 quarters. The position peaked at $9.27M in Q3 2025. 608 funds tracked by Wall St. Rank hold CGGR as of Q4 2025.

Marshall Wace reported no remaining Capital Group Growth ETF position as of Q4 2025 after selling out during the quarter.
Marshall Wace sold 211,035 Capital Group Growth ETF shares in Q4 2025, an estimated $9.27M.
Marshall Wace first reported a position in Capital Group Growth ETF in Q3 2023 and held it in 4 quarters.
Marshall Wace's Capital Group Growth ETF position peaked at $9.27M in Q3 2025.
608 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q4 2025.

Based on Marshall Wace's 13F filing for Q4 2025, filed 13 Feb 2026.