RHP
CGGR icon

Royal Harbor Partners’s Capital Group Growth ETF CGGR Stock Holding History

Royal Harbor 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
Q2 		– Sell
-215,268
Closed -$7.37M – 50
2025
Q1 		$7.37M Sell
215,268
-206,723
-49% -$7.73M 2.86% 14
2024
Q4 		$15.7M Buy
+421,991
New +$15.5M 5.92% 6

Other funds holding CGGR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Royal Harbor Partners's CGGR Position: Q2 2025 in Review

Royal Harbor Partners sold out of Capital Group Growth ETF (CGGR) in Q2 2025, closing a stake of 215,268 shares — an estimated $7.37M sold.

Royal Harbor Partners first reported a position in CGGR in Q4 2024 and held it in 2 quarters. The position peaked at $15.7M in Q4 2024. 492 funds tracked by Wall St. Rank hold CGGR as of Q2 2025.

  • Royal Harbor Partners reported no remaining Capital Group Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Royal Harbor Partners sold 215,268 Capital Group Growth ETF shares in Q2 2025, an estimated $7.37M.
  • Royal Harbor Partners first reported a position in Capital Group Growth ETF in Q4 2024 and held it in 2 quarters.
  • Royal Harbor Partners's Capital Group Growth ETF position peaked at $15.7M in Q4 2024.
  • 492 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2025.

Based on Royal Harbor Partners's 13F filing for Q2 2025, filed 8 Aug 2025.