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von Borstel & Associates’s Capital Group Growth ETF CGGR Stock Holding History

von Borstel & Associates’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
Q4 		– Sell
-84,733
Closed -$3.76M – 66
2025
Q3 		$3.76M Buy
+84,733
New +$3.58M 0.58% 29

Other funds holding CGGR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

von Borstel & Associates's CGGR Position: Q4 2025 in Review

von Borstel & Associates sold out of Capital Group Growth ETF (CGGR) in Q4 2025, closing a stake of 84,733 shares — an estimated $3.76M sold.

von Borstel & Associates first reported a position in CGGR in Q3 2025 and held it in 1 quarter. The position peaked at $3.76M in Q3 2025. 609 funds tracked by Wall St. Rank hold CGGR as of Q4 2025.

  • von Borstel & Associates reported no remaining Capital Group Growth ETF position as of Q4 2025 after selling out during the quarter.
  • von Borstel & Associates sold 84,733 Capital Group Growth ETF shares in Q4 2025, an estimated $3.76M.
  • von Borstel & Associates first reported a position in Capital Group Growth ETF in Q3 2025 and held it in 1 quarter.
  • von Borstel & Associates's Capital Group Growth ETF position peaked at $3.76M in Q3 2025.
  • 609 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q4 2025.

Based on von Borstel & Associates's 13F filing for Q4 2025, filed 12 Feb 2026.