McCarthy Asset Management’s Capital Group Growth ETF CGGR Stock Holding History

McCarthy Asset 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 Q4	$9.12M	Buy	205,176 +179,762	+707%	+$7.94M	4.76%	9
2025 Q3	$1.12M	Buy	25,414 +7,477	+42%	+$316K	0.72%	15
2025 Q2	$729K	Sell	17,937 -1,239	-6%	-$45.2K	0.5%	15
2025 Q1	$657K	Buy	19,176 +521	+3%	+$19.5K	0.48%	16
2024 Q4	$693K	Buy	18,655 +3,202	+21%	+$118K	0.49%	16
2024 Q3	$538K	Buy	15,453 +996	+7%	+$33K	0.33%	23
2024 Q2	$475K	Buy	14,457 +4,192	+41%	+$133K	0.28%	31
2024 Q1	$328K	Buy	10,265 +2,595	+34%	+$78K	0.2%	30
2023 Q4	$217K	Buy	+7,670	New	+$198K	0.14%	33

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 $424B AUM 22.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

McCarthy Asset Management's CGGR Position: Q4 2025 in Review

McCarthy Asset Management increased its Capital Group Growth ETF (CGGR) stake by 707% in Q4 2025, buying an estimated $7.94M and bringing the position to 205,176 shares worth $9.12M. The position accounts for 4.76% of the portfolio, ranked #9.

McCarthy Asset Management first reported a position in CGGR in Q4 2023 and has held it in 9 quarters since. 608 funds tracked by Wall St. Rank hold CGGR as of Q4 2025.

McCarthy Asset Management held 205,176 shares of Capital Group Growth ETF worth $9.12M as of Q4 2025.
McCarthy Asset Management bought 179,762 Capital Group Growth ETF shares in Q4 2025, an estimated $7.94M.
Capital Group Growth ETF made up 4.76% of McCarthy Asset Management's portfolio in Q4 2025, its #9 holding.
McCarthy Asset Management first reported a position in Capital Group Growth ETF in Q4 2023 and has held it in 9 quarters since.
608 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q4 2025.

Based on McCarthy Asset Management's 13F filing for Q4 2025, filed 3 Feb 2026.