OIA
CGGR icon

OneDigital Investment Advisors’s Capital Group Growth ETF CGGR Stock Holding History

OneDigital Investment 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
2026
Q1 		$6.75M Buy
167,855
+111,421
+197% +$4.81M 0.07% 226
2025
Q4 		$2.51M Buy
56,434
+16,520
+41% +$729K 0.02% 415
2025
Q3 		$1.75M Buy
39,914
+7,168
+22% +$303K 0.02% 477
2025
Q2 		$1.33M Sell
32,746
-12,598
-28% -$460K 0.01% 551
2025
Q1 		$1.55M Buy
45,344
+314
+0.7% +$11.7K 0.02% 469
2024
Q4 		$1.67M Buy
45,030
+607
+1% +$22.3K 0.02% 465
2024
Q3 		$1.55M Buy
44,423
+929
+2% +$30.8K 0.02% 517
2024
Q2 		$1.43M Buy
+43,494
New +$1.38M 0.02% 506

Other funds holding CGGR

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return