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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
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Legacy Solutions LLC's CGGR Position: Q2 2026 in Review

Legacy Solutions LLC increased its Capital Group Growth ETF (CGGR) stake by 5% in Q2 2026, buying an estimated $364K and bringing the position to 170,451 shares worth $8.05M. The position accounts for 6.51% of the portfolio, ranked #4.

Legacy Solutions LLC first reported a position in CGGR in Q4 2024 and has held it in 7 quarters since. 651 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Legacy Solutions LLC held 170,451 shares of Capital Group Growth ETF worth $8.05M as of Q2 2026.
  • Legacy Solutions LLC bought 8,054 Capital Group Growth ETF shares in Q2 2026, an estimated $364K.
  • Capital Group Growth ETF made up 6.51% of Legacy Solutions LLC's portfolio in Q2 2026, its #4 holding.
  • Legacy Solutions LLC first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 651 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Legacy Solutions LLC's 13F filing for Q2 2026, filed 6 Jul 2026.