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

Moloney Securities 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 Q3	$1.78M	Sell	40,530 -3,660	-8%	-$155K	0.21%	112
2025 Q2	$1.8M	Sell	44,190 -1,154	-3%	-$42.1K	0.22%	107
2025 Q1	$1.55M	Buy	45,344 +10,811	+31%	+$405K	0.21%	113
2024 Q4	$1.28M	Buy	34,533 +7,783	+29%	+$286K	0.17%	146
2024 Q3	$931K	Buy	26,750 +706	+3%	+$23.4K	0.12%	202
2024 Q2	$857K	Buy	26,044 +3,643	+16%	+$116K	0.12%	193
2024 Q1	$717K	Buy	22,401 +180	+0.8%	+$5.41K	0.11%	211
2023 Q4	$627K	Buy	22,221 +2,266	+11%	+$58.6K	0.1%	219
2023 Q3	$489K	Buy	19,955 +858	+4%	+$21.8K	0.09%	233
2023 Q2	$482K	Buy	+19,097	New	+$445K	0.09%	241

Other funds holding CGGR

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

CGPCS

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

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

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

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

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

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

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

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

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

Moloney Securities Asset Management's CGGR Position: Q3 2025 in Review

Moloney Securities Asset Management reduced its Capital Group Growth ETF (CGGR) stake by 8.3% in Q3 2025, selling an estimated $155K and leaving 40,530 shares worth $1.78M. The position accounts for 0.21% of the portfolio, ranked #112.

Moloney Securities Asset Management first reported a position in CGGR in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.8M in Q2 2025. 526 funds tracked by Wall St. Rank hold CGGR as of Q3 2025.

Moloney Securities Asset Management held 40,530 shares of Capital Group Growth ETF worth $1.78M as of Q3 2025.
Moloney Securities Asset Management sold 3,660 Capital Group Growth ETF shares in Q3 2025, an estimated $155K.
Capital Group Growth ETF made up 0.21% of Moloney Securities Asset Management's portfolio in Q3 2025, its #112 holding.
Moloney Securities Asset Management first reported a position in Capital Group Growth ETF in Q2 2023 and has held it in 10 quarters since.
Moloney Securities Asset Management's Capital Group Growth ETF position peaked at $1.8M in Q2 2025.
526 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.