Retirement Group’s Capital Group Growth ETF CGGR Stock Holding History

Retirement Group’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 Q1	$1.06M	Buy	+33,046	New	+$994K	0.38%	38

Other funds holding CGGR

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Retirement Group's CGGR Position: Q1 2024 in Review

Retirement Group opened a new position in Capital Group Growth ETF (CGGR) in Q1 2024: 33,046 shares worth $1.06M. The stake represents 0.38% of the portfolio and ranks #38 among its holdings.

294 funds tracked by Wall St. Rank hold CGGR as of Q1 2024.

Retirement Group held 33,046 shares of Capital Group Growth ETF worth $1.06M as of Q1 2024.
Capital Group Growth ETF was a new Retirement Group position in Q1 2024.
Capital Group Growth ETF made up 0.38% of Retirement Group's portfolio in Q1 2024, its #38 holding.
294 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.