Number of Shares
261,199.00
Current Holdings Value*
$10.62 Mil
% of Portfolio
5.17%
Total Estimate Gain
$3.64 Mil
% of Total Estimate Gain
49.73%

BELLEVUE ASSET MANAGEMENT, LLC's Capital Group Growth ETF Holding Summary

As of 2025-06-30, BELLEVUE ASSET MANAGEMENT, LLC held 261,199.00 shares of Capital Group Growth ETF(CGGR), totaling $10.62 Mil. This investment constitutes 5.17% of their stock portfolio, and BELLEVUE ASSET MANAGEMENT, LLC now holds 0.08% of the outstanding Capital Group Growth ETF(CGGR) stock.

The initial trade took place in 2023Q4. And since then BELLEVUE ASSET MANAGEMENT, LLC has made 3 purchases of CGGR, at an average price of $27.71, for a total of 264,279.00 shares. In addition, there have been 4 sales at an average price of $35.05 for 3,080.00 shares. Based on historical transaction data and CGGR's current price of $41.56, BELLEVUE ASSET MANAGEMENT, LLC's estimated gain on his CGGR holdings is $3.64 Mil, reflecting a 49.73% gain to date.

BELLEVUE ASSET MANAGEMENT, LLC CGGR ($41.56) Holding Chart

BELLEVUE ASSET MANAGEMENT, LLC CGGR ($41.56) 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 %

Top Ranked Articles

  • 1