KOMWMG
Kerntke Otto McGlone Wealth Management Group’s Capital Group Growth ETF CGGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $910K | Buy |
22,383
+5,494
| +33% | +$223K | 0.72% | 28 |
|
|
2025
Q1 | $578K | Buy |
16,889
+1,099
| +7% | +$37.6K | 0.51% | 35 |
|
|
2024
Q4 | $587K | Buy |
15,790
+1,656
| +12% | +$61.6K | 0.43% | 33 |
|
|
2024
Q3 | $492K | Buy |
14,134
+913
| +7% | +$31.8K | 0.41% | 39 |
|
|
2024
Q2 | $435K | Buy |
13,221
+2,273
| +21% | +$74.8K | 0.41% | 42 |
|
|
2024
Q1 | $350K | Buy |
10,948
+2,160
| +25% | +$69.1K | 0.34% | 49 |
|
|
2023
Q4 | $248K | Buy |
+8,788
| New | +$248K | 0.25% | 57 |
|