WealthSource Partners’s Capital Group Growth ETF CGGR Stock Holding History

WealthSource 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
2023 Q4	$1.24M	Buy	43,801 +180	+0.4%	+$4.65K	0.08%	176
2023 Q3	$1.07M	Sell	43,621 -349	-0.8%	-$8.86K	0.07%	182
2023 Q2	$1.11M	Buy	43,970 +1,377	+3%	+$32.1K	0.07%	185
2023 Q1	$957K	Buy	+42,593	New	+$925K	0.06%	202

Other funds holding CGGR

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

WealthSource Partners's CGGR Position: Q4 2023 in Review

WealthSource Partners increased its Capital Group Growth ETF (CGGR) stake by 0.41% in Q4 2023, buying an estimated $4.65K and bringing the position to 43,801 shares worth $1.24M. The position accounts for 0.08% of the portfolio, ranked #176.

WealthSource Partners first reported a position in CGGR in Q1 2023 and has held it in 4 quarters since. 264 funds tracked by Wall St. Rank hold CGGR as of Q4 2023.

WealthSource Partners held 43,801 shares of Capital Group Growth ETF worth $1.24M as of Q4 2023.
WealthSource Partners bought 180 Capital Group Growth ETF shares in Q4 2023, an estimated $4.65K.
Capital Group Growth ETF made up 0.08% of WealthSource Partners's portfolio in Q4 2023, its #176 holding.
WealthSource Partners first reported a position in Capital Group Growth ETF in Q1 2023 and has held it in 4 quarters since.
264 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.