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Old Mission Capital’s Capital Group Growth ETF CGGR Stock Holding History

Old Mission 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
Q4 		– Sell
-258,741
Closed -$11.4M – 1048
2025
Q3 		$11.4M Sell
258,741
-1,265
-0.5% -$53.4K 0.23% 47
2025
Q2 		$10.6M Sell
260,006
-106,903
-29% -$3.9M 0.18% 62
2025
Q1 		$12.6M Buy
+366,909
New +$13.7M 0.17% 52
2024
Q3 		– Sell
-251,282
Closed -$8.26M – 1474
2024
Q2 		$8.26M Sell
251,282
-259,634
-51% -$8.24M 0.14% 127
2024
Q1 		$16.3M Buy
510,916
+77,800
+18% +$2.34M 0.27% 72
2023
Q4 		$12.2M Sell
433,116
-51,561
-11% -$1.33M 0.22% 81
2023
Q3 		$11.9M Buy
484,677
+310,805
+179% +$7.89M 0.26% 82
2023
Q2 		$4.39M Buy
173,872
+32,829
+23% +$765K 0.09% 148
2023
Q1 		$3.17M Buy
141,043
+61,030
+76% +$1.33M 0.06% 193
2022
Q4 		$1.6M Sell
80,013
-9,897
-11% -$201K 0.05% 366
2022
Q3 		$1.75M Buy
89,910
+69,216
+334% +$1.48M 0.06% 263
2022
Q2 		$413K Buy
+20,694
New +$466K 0.01% 843

Other funds holding CGGR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Old Mission Capital's CGGR Position: Q4 2025 in Review

Old Mission Capital sold out of Capital Group Growth ETF (CGGR) in Q4 2025, closing a stake of 258,741 shares — an estimated $11.4M sold.

Old Mission Capital first reported a position in CGGR in Q2 2022 and held it in 12 quarters. The position peaked at $16.3M in Q1 2024. 609 funds tracked by Wall St. Rank hold CGGR as of Q4 2025.

  • Old Mission Capital reported no remaining Capital Group Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Old Mission Capital sold 258,741 Capital Group Growth ETF shares in Q4 2025, an estimated $11.4M.
  • Old Mission Capital first reported a position in Capital Group Growth ETF in Q2 2022 and held it in 12 quarters.
  • Old Mission Capital's Capital Group Growth ETF position peaked at $16.3M in Q1 2024.
  • 609 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q4 2025.

Based on Old Mission Capital's 13F filing for Q4 2025, filed 17 Feb 2026.