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

RE Dickinson 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
2024 Q4	$2.3K	Buy	+63	New	+$2.31K	﹤0.01%	211

Other funds holding CGGR

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

RE Dickinson Investment Advisors's CGGR Position: Q4 2024 in Review

RE Dickinson Investment Advisors opened a new position in Capital Group Growth ETF (CGGR) in Q4 2024: 63 shares worth $2.3K. The stake represents ﹤0.01% of the portfolio and ranks #211 among its holdings.

439 funds tracked by Wall St. Rank hold CGGR as of Q4 2024.

RE Dickinson Investment Advisors held 63 shares of Capital Group Growth ETF worth $2.3K as of Q4 2024.
Capital Group Growth ETF was a new RE Dickinson Investment Advisors position in Q4 2024.
Capital Group Growth ETF made up ﹤0.01% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #211 holding.
439 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.