TWM
Trinity Wealth Management’s Capital Group Growth ETF CGGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Buy |
39,035
+21,397
| +121% | +$870K | 0.63% | 26 |
|
|
2025
Q1 | $604K | Buy |
17,638
+4,995
| +40% | +$171K | 0.28% | 37 |
|
|
2024
Q4 | $470K | Buy |
12,643
+4,580
| +57% | +$170K | 0.21% | 38 |
|
|
2024
Q3 | $281K | Buy |
+8,063
| New | +$281K | 0.13% | 46 |
|