WR Wealth Planners’s Capital Group Growth ETF CGGR Stock Holding History

WR Wealth Planners’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
2024 Q4	$4.27M	Sell	114,882 -148,205	-56%	-$5.44M	1.37%	14
2024 Q3	$9.15M	Sell	263,087 -34,149	-11%	-$1.13M	2.55%	7
2024 Q2	$9.78M	Buy	297,236 +16,606	+6%	+$527K	2.98%	7
2024 Q1	$8.98M	Buy	280,630 +184,011	+190%	+$5.53M	2.79%	7
2023 Q4	$2.73M	Buy	96,619 +70,348	+268%	+$1.82M	1.01%	24
2023 Q3	$644K	Buy	26,271 +6,073	+30%	+$154K	0.25%	65
2023 Q2	$510K	Buy	20,198 +4,310	+27%	+$100K	0.2%	81
2023 Q1	$357K	Buy	15,888 +911	+6%	+$19.8K	0.15%	108
2022 Q4	$299K	Buy	14,977 +1,783	+14%	+$36.3K	0.18%	85
2022 Q3	$257K	Buy	13,194 +8,174	+163%	+$175K	0.18%	88
2022 Q2	$100K	Buy	+5,020	New	+$113K	0.07%	127

Other funds holding CGGR

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WR Wealth Planners's CGGR Position: Q4 2024 in Review

WR Wealth Planners reduced its Capital Group Growth ETF (CGGR) stake by 56% in Q4 2024, selling an estimated $5.44M and leaving 114,882 shares worth $4.27M. The position accounts for 1.37% of the portfolio, ranked #14.

WR Wealth Planners first reported a position in CGGR in Q2 2022 and has held it in 11 quarters since. The position peaked at $9.78M in Q2 2024. 438 funds tracked by Wall St. Rank hold CGGR as of Q4 2024.

WR Wealth Planners held 114,882 shares of Capital Group Growth ETF worth $4.27M as of Q4 2024.
WR Wealth Planners sold 148,205 Capital Group Growth ETF shares in Q4 2024, an estimated $5.44M.
Capital Group Growth ETF made up 1.37% of WR Wealth Planners's portfolio in Q4 2024, its #14 holding.
WR Wealth Planners first reported a position in Capital Group Growth ETF in Q2 2022 and has held it in 11 quarters since.
WR Wealth Planners's Capital Group Growth ETF position peaked at $9.78M in Q2 2024.
438 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.