Private Client Services’s Capital Group Growth ETF CGGR Stock Holding History

Private Client Services’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 Q2	$1.3M	Buy	+27,485	New	+$1.24M	0.34%	62
2025 Q2	–	Sell	-8,988	Closed	-$308K	–	205
2025 Q1	$308K	Hold	8,988	–	–	0.15%	128
2024 Q4	$334K	Buy	8,988 +165	+2%	+$6.06K	0.18%	113
2024 Q3	$307K	Buy	8,823 +183	+2%	+$6.07K	0.17%	118
2024 Q2	$284K	Buy	8,640 +300	+4%	+$9.52K	0.18%	103
2024 Q1	$267K	Buy	8,340 +1,010	+14%	+$30.4K	0.18%	104
2023 Q4	$207K	Buy	+7,330	New	+$190K	0.17%	129

Other funds holding CGGR

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Wealth Science Advisors Alpharetta, Georgia $225M AUM

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $338M AUM 13.09% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return