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Oakworth Capital’s Capital Group Growth ETF CGGR Stock Holding History

Oakworth Capital’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
-875
Closed -$30K – 654
2025
Q1 		$30K Hold
875
– – ﹤0.01% 420
2024
Q4 		$32.5K Buy
+875
New +$32.1K ﹤0.01% 413

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
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

Oakworth Capital's CGGR Position: Q2 2025 in Review

Oakworth Capital sold out of Capital Group Growth ETF (CGGR) in Q2 2025, closing a stake of 875 shares — an estimated $30K sold.

Oakworth Capital first reported a position in CGGR in Q4 2024 and held it in 2 quarters. The position peaked at $32.5K in Q4 2024. 492 funds tracked by Wall St. Rank hold CGGR as of Q2 2025.

  • Oakworth Capital reported no remaining Capital Group Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Oakworth Capital sold 875 Capital Group Growth ETF shares in Q2 2025, an estimated $30K.
  • Oakworth Capital first reported a position in Capital Group Growth ETF in Q4 2024 and held it in 2 quarters.
  • Oakworth Capital's Capital Group Growth ETF position peaked at $32.5K in Q4 2024.
  • 492 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2025.

Based on Oakworth Capital's 13F filing for Q2 2025, filed 17 Jul 2025.