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Wealthspire Advisors (New York)’s Capital Group Growth ETF CGGR Stock Holding History

Wealthspire Advisors (New York)’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
-228
Closed -$10K – 1353
2025
Q3 		$10K Buy
+228
New +$9.63K ﹤0.01% 2012

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 $1.66T AUM 25.57% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 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 $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wealthspire Advisors (New York)'s CGGR Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Capital Group Growth ETF (CGGR) in Q4 2025, closing a stake of 228 shares — an estimated $10K sold.

Wealthspire Advisors (New York) first reported a position in CGGR in Q3 2025 and held it in 1 quarter. The position peaked at $10K in Q3 2025. 608 funds tracked by Wall St. Rank hold CGGR as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Capital Group Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 228 Capital Group Growth ETF shares in Q4 2025, an estimated $10K.
  • Wealthspire Advisors (New York) first reported a position in Capital Group Growth ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Capital Group Growth ETF position peaked at $10K in Q3 2025.
  • 608 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.