LWMI
CGGR icon

Legacy Wealth Management (Idaho)’s Capital Group Growth ETF CGGR Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-155
Closed -$6.23K – 315
2026
Q1 		$6.23K Sell
155
-323
-68% -$13.9K ﹤0.01% 579
2025
Q4 		$21.3K Sell
478
-400
-46% -$17.7K 0.01% 316
2025
Q3 		$38.6K Buy
878
+864
+6,171% +$36.5K 0.02% 205
2025
Q2 		$570 Buy
+14
New +$511 ﹤0.01% 644

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 22.9% 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 Wealth Management (Idaho)'s CGGR Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Capital Group Growth ETF (CGGR) in Q2 2026, closing a stake of 155 shares — an estimated $6.23K sold.

Legacy Wealth Management (Idaho) first reported a position in CGGR in Q2 2025 and held it in 4 quarters. The position peaked at $38.6K in Q3 2025. 653 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Capital Group Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 155 Capital Group Growth ETF shares in Q2 2026, an estimated $6.23K.
  • Legacy Wealth Management (Idaho) first reported a position in Capital Group Growth ETF in Q2 2025 and held it in 4 quarters.
  • Legacy Wealth Management (Idaho)'s Capital Group Growth ETF position peaked at $38.6K in Q3 2025.
  • 653 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.