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Woodmont Investment Counsel’s Capital Group Growth ETF CGGR Stock Holding History

Woodmont Investment Counsel’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
Q3 		– Sell
-31,719
Closed -$1.29M – 263
2025
Q2 		$1.29M Buy
31,719
+3,791
+14% +$138K 0.09% 135
2025
Q1 		$957K Buy
27,928
+4,422
+19% +$165K 0.07% 144
2024
Q4 		$874K Buy
23,506
+971
+4% +$35.7K 0.06% 144
2024
Q3 		$784K Buy
22,535
+5,804
+35% +$192K 0.06% 149
2024
Q2 		$550K Buy
16,731
+2,451
+17% +$77.8K 0.04% 170
2024
Q1 		$457K Buy
14,280
+6,182
+76% +$186K 0.04% 180
2023
Q4 		$229K Buy
+8,098
New +$209K 0.02% 232

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 $5.93B AUM 27.73% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Woodmont Investment Counsel's CGGR Position: Q3 2025 in Review

Woodmont Investment Counsel sold out of Capital Group Growth ETF (CGGR) in Q3 2025, closing a stake of 31,719 shares — an estimated $1.29M sold.

Woodmont Investment Counsel first reported a position in CGGR in Q4 2023 and held it in 7 quarters. The position peaked at $1.29M in Q2 2025. 526 funds tracked by Wall St. Rank hold CGGR as of Q3 2025.

  • Woodmont Investment Counsel reported no remaining Capital Group Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Woodmont Investment Counsel sold 31,719 Capital Group Growth ETF shares in Q3 2025, an estimated $1.29M.
  • Woodmont Investment Counsel first reported a position in Capital Group Growth ETF in Q4 2023 and held it in 7 quarters.
  • Woodmont Investment Counsel's Capital Group Growth ETF position peaked at $1.29M in Q2 2025.
  • 526 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2025.

Based on Woodmont Investment Counsel's 13F filing for Q3 2025, filed 4 Nov 2025.