PPWP
CGGR icon

Premier Path Wealth Partners’s Capital Group Growth ETF CGGR Stock Holding History

Premier Path Wealth Partners’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
-7,299
Closed -$321K – 401
2025
Q3 		$321K Buy
7,299
+94
+1% +$3.97K 0.04% 321
2025
Q2 		$293K Hold
7,205
– – 0.04% 328
2025
Q1 		$247K Buy
+7,205
New +$270K 0.04% 334

Other funds holding CGGR

LPL Financial
LPL Financial San Diego, California $377B 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Premier Path Wealth Partners's CGGR Position: Q4 2025 in Review

Premier Path Wealth Partners sold out of Capital Group Growth ETF (CGGR) in Q4 2025, closing a stake of 7,299 shares — an estimated $321K sold.

Premier Path Wealth Partners first reported a position in CGGR in Q1 2025 and held it in 3 quarters. The position peaked at $321K in Q3 2025. 608 funds tracked by Wall St. Rank hold CGGR as of Q4 2025.

  • Premier Path Wealth Partners reported no remaining Capital Group Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Premier Path Wealth Partners sold 7,299 Capital Group Growth ETF shares in Q4 2025, an estimated $321K.
  • Premier Path Wealth Partners first reported a position in Capital Group Growth ETF in Q1 2025 and held it in 3 quarters.
  • Premier Path Wealth Partners's Capital Group Growth ETF position peaked at $321K in Q3 2025.
  • 608 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q4 2025.

Based on Premier Path Wealth Partners's 13F filing for Q4 2025, filed 22 Jan 2026.