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
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 $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s CGGR Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) reduced its Capital Group Growth ETF (CGGR) stake by 68% in Q1 2026, selling an estimated $13.9K and leaving 155 shares worth $6.23K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

Legacy Wealth Management (Idaho) first reported a position in CGGR in Q2 2025 and has held it in 4 quarters since. The position peaked at $38.6K in Q3 2025. 601 funds tracked by Wall St. Rank hold CGGR as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 155 shares of Capital Group Growth ETF worth $6.23K as of Q1 2026.
  • Legacy Wealth Management (Idaho) sold 323 Capital Group Growth ETF shares in Q1 2026, an estimated $13.9K.
  • Capital Group Growth ETF made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #579 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Capital Group Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • Legacy Wealth Management (Idaho)'s Capital Group Growth ETF position peaked at $38.6K in Q3 2025.
  • 601 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.