OPPS
CGGR icon

Obsidian Personal Planning Solutions’s Capital Group Growth ETF CGGR Stock Holding History

Obsidian Personal Planning Solutions’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 		$10.7M Buy
237,737
+10,955
+5% +$463K 3.7% 10
2025
Q2 		$9.22M Buy
226,782
+6,169
+3% +$225K 3.73% 9
2025
Q1 		$7.69M Buy
220,613
+9,842
+5% +$368K 3.43% 10
2024
Q4 		$8.29M Buy
210,771
+11,636
+6% +$427K 4% 7
2024
Q3 		$6.94M Buy
199,135
+15,869
+9% +$526K 3.62% 9
2024
Q2 		$6.03M Buy
183,266
+14,239
+8% +$452K 3.68% 10
2024
Q1 		$5.13M Buy
+169,027
New +$5.08M 3.37% 12

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

Obsidian Personal Planning Solutions's CGGR Position: Q3 2025 in Review

Obsidian Personal Planning Solutions increased its Capital Group Growth ETF (CGGR) stake by 4.8% in Q3 2025, buying an estimated $463K and bringing the position to 237,737 shares worth $10.7M. The position accounts for 3.7% of the portfolio, ranked #10.

Obsidian Personal Planning Solutions first reported a position in CGGR in Q1 2024 and has held it in 7 quarters since. 526 funds tracked by Wall St. Rank hold CGGR as of Q3 2025.

  • Obsidian Personal Planning Solutions held 237,737 shares of Capital Group Growth ETF worth $10.7M as of Q3 2025.
  • Obsidian Personal Planning Solutions bought 10,955 Capital Group Growth ETF shares in Q3 2025, an estimated $463K.
  • Capital Group Growth ETF made up 3.7% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #10 holding.
  • Obsidian Personal Planning Solutions first reported a position in Capital Group Growth ETF in Q1 2024 and has held it in 7 quarters since.
  • 526 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.