Simplex Trading
CGGR icon

Simplex Trading’s Capital Group Growth ETF CGGR Stock Holding History

Simplex Trading’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
Q3 		– Sell
-100
Closed -$3K – 8585
2024
Q2 		$3K Hold
100
– – ﹤0.01% 8082
2024
Q1 		$3K Hold
100
– – ﹤0.01% 8229
2023
Q4 		$2K Buy
+100
New +$2.58K ﹤0.01% 8236

Other funds holding CGGR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Simplex Trading's CGGR Position: Q3 2024 in Review

Simplex Trading sold out of Capital Group Growth ETF (CGGR) in Q3 2024, closing a stake of 24 shares.

Simplex Trading first reported a position in CGGR in Q1 2024 and held it in 2 quarters. The position peaked at $0 in Q2 2024. 353 funds tracked by Wall St. Rank hold CGGR as of Q3 2024.

  • Simplex Trading reported no remaining Capital Group Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Simplex Trading sold 24 Capital Group Growth ETF shares in Q3 2024.
  • Simplex Trading first reported a position in Capital Group Growth ETF in Q1 2024 and held it in 2 quarters.
  • Simplex Trading's Capital Group Growth ETF position peaked at $0 in Q2 2024.
  • 353 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2024.

Based on Simplex Trading's 13F filing for Q3 2024, filed 8 Nov 2024.