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

Legacy Solutions LLC’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
2026
Q3 		$7.83M Sell
165,161
-5,290
-3% -$246K 5.98% 5
2026
Q2 		$8.05M Buy
170,451
+8,054
+5% +$364K 6.51% 4
2026
Q1 		$6.53M Buy
162,397
+10,230
+7% +$442K 6.05% 5
2025
Q4 		$6.77M Sell
152,167
-5,135
-3% -$227K 5.95% 5
2025
Q3 		$6.91M Sell
157,302
-728
-0.5% -$30.7K 6.21% 5
2025
Q2 		$6.42M Buy
158,030
+3,205
+2% +$117K 6.15% 5
2025
Q1 		$5.3M Sell
154,825
-843
-0.5% -$31.5K 5.84% 6
2024
Q4 		$5.79M Buy
+155,668
New +$5.72M 6.3% 6

Other funds holding CGGR

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
LA
Lynch & Associates Newburgh, Indiana $699M AUM 17.55% 1-Year Est. Return
HTWM
Hartmann Taylor Wealth Management Dallas, Texas $178M AUM 10.08% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
MLRA
Main Line Retirement Advisors Whitefish, Montana $228M AUM 9.03% 1-Year Est. Return

Legacy Solutions LLC's CGGR Position: Q3 2026 in Review

Legacy Solutions LLC reduced its Capital Group Growth ETF (CGGR) stake by 3.1% in Q3 2026, selling an estimated $246K and leaving 165,161 shares worth $7.83M. The position accounts for 5.98% of the portfolio, ranked #5.

Legacy Solutions LLC first reported a position in CGGR in Q4 2024 and has held it in 8 quarters since. The position peaked at $8.05M in Q2 2026. 89 funds tracked by Wall St. Rank hold CGGR as of Q3 2026.

  • Legacy Solutions LLC held 165,161 shares of Capital Group Growth ETF worth $7.83M as of Q3 2026.
  • Legacy Solutions LLC sold 5,290 Capital Group Growth ETF shares in Q3 2026, an estimated $246K.
  • Capital Group Growth ETF made up 5.98% of Legacy Solutions LLC's portfolio in Q3 2026, its #5 holding.
  • Legacy Solutions LLC first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 8 quarters since.
  • Legacy Solutions LLC's Capital Group Growth ETF position peaked at $8.05M in Q2 2026.
  • 89 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2026.

Based on Legacy Solutions LLC's 13F filing for Q3 2026, filed 7 Oct 2026.