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

Mattern 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
2025
Q2 		– Sell
-16,341
Closed -$560K – 167
2025
Q1 		$560K Buy
16,341
+3,350
+26% +$125K 0.12% 88
2024
Q4 		$483K Buy
12,991
+112
+0.9% +$4.11K 0.11% 104
2024
Q3 		$448K Buy
12,879
+1,605
+14% +$53.2K 0.1% 113
2024
Q2 		$371K Buy
+11,274
New +$358K 0.09% 125

Other funds holding CGGR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Mattern Wealth Management's CGGR Position: Q2 2025 in Review

Mattern Wealth Management sold out of Capital Group Growth ETF (CGGR) in Q2 2025, closing a stake of 16,341 shares — an estimated $560K sold.

Mattern Wealth Management first reported a position in CGGR in Q2 2024 and held it in 4 quarters. The position peaked at $560K in Q1 2025. 492 funds tracked by Wall St. Rank hold CGGR as of Q2 2025.

  • Mattern Wealth Management reported no remaining Capital Group Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Mattern Wealth Management sold 16,341 Capital Group Growth ETF shares in Q2 2025, an estimated $560K.
  • Mattern Wealth Management first reported a position in Capital Group Growth ETF in Q2 2024 and held it in 4 quarters.
  • Mattern Wealth Management's Capital Group Growth ETF position peaked at $560K in Q1 2025.
  • 492 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2025.

Based on Mattern Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.