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Prosperity Wealth Management’s Capital Group Growth ETF CGGR Stock Holding History

Prosperity Wealth Management’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 		$712K Buy
16,022
+7,075
+79% +$312K 0.24% 97
2025
Q3 		$393K Buy
8,947
+1,501
+20% +$63.4K 0.13% 158
2025
Q2 		$303K Hold
7,446
– – 0.11% 176
2025
Q1 		$255K Buy
7,446
+1,681
+29% +$62.9K 0.12% 171
2024
Q4 		$214K Buy
+5,765
New +$212K 0.09% 189

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 $71.6B AUM 21.08% 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

Prosperity Wealth Management's CGGR Position: Q4 2025 in Review

Prosperity Wealth Management increased its Capital Group Growth ETF (CGGR) stake by 79% in Q4 2025, buying an estimated $312K and bringing the position to 16,022 shares worth $712K. The position accounts for 0.24% of the portfolio, ranked #97.

Prosperity Wealth Management first reported a position in CGGR in Q4 2024 and has held it in 5 quarters since. 608 funds tracked by Wall St. Rank hold CGGR as of Q4 2025.

  • Prosperity Wealth Management held 16,022 shares of Capital Group Growth ETF worth $712K as of Q4 2025.
  • Prosperity Wealth Management bought 7,075 Capital Group Growth ETF shares in Q4 2025, an estimated $312K.
  • Capital Group Growth ETF made up 0.24% of Prosperity Wealth Management's portfolio in Q4 2025, its #97 holding.
  • Prosperity Wealth Management first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 5 quarters since.
  • 608 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.