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Oak Hill Wealth Advisors’s Capital Group Growth ETF CGGR Stock Holding History

Oak Hill Wealth Advisors’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 		$1.71M Buy
38,969
+14,052
+56% +$593K 0.32% 48
2025
Q2 		$1.01M Buy
24,917
+5,151
+26% +$188K 0.21% 58
2025
Q1 		$677K Buy
19,766
+4,664
+31% +$175K 0.16% 65
2024
Q4 		$561K Buy
+15,102
New +$555K 0.13% 77

Other funds holding CGGR

LPL Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Oak Hill Wealth Advisors's CGGR Position: Q3 2025 in Review

Oak Hill Wealth Advisors increased its Capital Group Growth ETF (CGGR) stake by 56% in Q3 2025, buying an estimated $593K and bringing the position to 38,969 shares worth $1.71M. The position accounts for 0.32% of the portfolio, ranked #48.

Oak Hill Wealth Advisors first reported a position in CGGR in Q4 2024 and has held it in 4 quarters since. 526 funds tracked by Wall St. Rank hold CGGR as of Q3 2025.

  • Oak Hill Wealth Advisors held 38,969 shares of Capital Group Growth ETF worth $1.71M as of Q3 2025.
  • Oak Hill Wealth Advisors bought 14,052 Capital Group Growth ETF shares in Q3 2025, an estimated $593K.
  • Capital Group Growth ETF made up 0.32% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #48 holding.
  • Oak Hill Wealth Advisors first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 4 quarters since.
  • 526 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.