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Tyler-Stone Wealth Management’s Capital Group Growth ETF CGGR Stock Holding History

Tyler-Stone 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
Q2 		$2.55M Buy
62,804
+10,206
+19% +$372K 0.41% 51
2025
Q1 		$1.8M Buy
52,598
+13,244
+34% +$496K 0.32% 65
2024
Q4 		$1.46M Buy
39,354
+11,144
+40% +$409K 0.26% 75
2024
Q3 		$981K Buy
+28,210
New +$935K 0.19% 112

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

Tyler-Stone Wealth Management's CGGR Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its Capital Group Growth ETF (CGGR) stake by 19% in Q2 2025, buying an estimated $372K and bringing the position to 62,804 shares worth $2.55M. The position accounts for 0.41% of the portfolio, ranked #51.

Tyler-Stone Wealth Management first reported a position in CGGR in Q3 2024 and has held it in 4 quarters since. 492 funds tracked by Wall St. Rank hold CGGR as of Q2 2025.

  • Tyler-Stone Wealth Management held 62,804 shares of Capital Group Growth ETF worth $2.55M as of Q2 2025.
  • Tyler-Stone Wealth Management bought 10,206 Capital Group Growth ETF shares in Q2 2025, an estimated $372K.
  • Capital Group Growth ETF made up 0.41% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #51 holding.
  • Tyler-Stone Wealth Management first reported a position in Capital Group Growth ETF in Q3 2024 and has held it in 4 quarters since.
  • 492 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.