Legacy Investment Solutions’s Capital Group Growth ETF CGGR Stock Holding History

Legacy Investment Solutions’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 Q2	$570	Buy	+14	New	+$511	﹤0.01%	644

Other funds holding CGGR

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

CGPCS

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

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

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Legacy Investment Solutions's CGGR Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Capital Group Growth ETF (CGGR) in Q2 2025: 14 shares worth $570. The stake represents ﹤0.01% of the portfolio and ranks #644 among its holdings.

492 funds tracked by Wall St. Rank hold CGGR as of Q2 2025.

Legacy Investment Solutions held 14 shares of Capital Group Growth ETF worth $570 as of Q2 2025.
Capital Group Growth ETF was a new Legacy Investment Solutions position in Q2 2025.
Capital Group Growth ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #644 holding.
492 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.