Number of Shares
728,181.00
Current Holdings Value*
$24.94 Mil
% of Portfolio
19.41%
Total Estimate Gain
$14.21 Mil
% of Total Estimate Gain
85.48%

BARNES PETTEY FINANCIAL ADVISORS, LLC's Capital Group Growth ETF Holding Summary

As of 2025-03-31, BARNES PETTEY FINANCIAL ADVISORS, LLC held 728,181.00 shares of Capital Group Growth ETF(CGGR), totaling $24.94 Mil. This investment constitutes 19.41% of their stock portfolio, and BARNES PETTEY FINANCIAL ADVISORS, LLC now holds 0.22% of the outstanding Capital Group Growth ETF(CGGR) stock.

The initial trade took place in 2022Q2. And since then BARNES PETTEY FINANCIAL ADVISORS, LLC has made 10 purchases of CGGR, at an average price of $22.25, for a total of 747,275.00 shares. In addition, there have been 3 sales at an average price of $33.70 for 19,094.00 shares. Based on historical transaction data and CGGR's current price of $41.47, BARNES PETTEY FINANCIAL ADVISORS, LLC's estimated gain on his CGGR holdings is $14.21 Mil, reflecting a 85.48% gain to date.

BARNES PETTEY FINANCIAL ADVISORS, LLC CGGR ($41.47) Holding Chart

BARNES PETTEY FINANCIAL ADVISORS, LLC CGGR ($41.47) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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