Carson Wealth (CWM LLC)’s Capital Group Growth ETF CGGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $72.5M | Buy |
1,782,638
+163,610
| +10% | +$6.65M | 0.26% | 79 |
|
|
2025
Q1 | $55.5M | Buy |
1,619,028
+844,631
| +109% | +$28.9M | 0.22% | 96 |
|
|
2024
Q4 | $28.8M | Buy |
774,397
+83,729
| +12% | +$3.11M | 0.12% | 151 |
|
|
2024
Q3 | $24M | Buy |
690,668
+125,443
| +22% | +$4.36M | 0.1% | 186 |
|
|
2024
Q2 | $18.6M | Buy |
565,225
+107,023
| +23% | +$3.52M | 0.09% | 212 |
|
|
2024
Q1 | $14.7M | Buy |
458,202
+110,580
| +32% | +$3.54M | 0.07% | 238 |
|
|
2023
Q4 | $9.81M | Buy |
347,622
+178,594
| +106% | +$5.04M | 0.05% | 276 |
|
|
2023
Q3 | $4.14M | Buy |
169,028
+85,770
| +103% | +$2.1M | 0.03% | 398 |
|
|
2023
Q2 | $2.1M | Buy |
+83,258
| New | +$2.1M | 0.01% | 505 |
|
|
2022
Q3 | – | Sell |
-300
| Closed | -$6K | – | 3917 |
|
|
2022
Q2 | $6K | Buy |
+300
| New | +$6K | ﹤0.01% | 2854 |
|