GENESIS PRIVATE WEALTH, LLC CGGR Holdings History
GENESIS PRIVATE WEALTH, LLC's Capital Group Growth ETF Holding Summary
As of 2025-06-30, GENESIS PRIVATE WEALTH, LLC held 208,799.00 shares of Capital Group Growth ETF(CGGR), totaling $8.49 Mil. This investment constitutes 4% of their stock portfolio, and GENESIS PRIVATE WEALTH, LLC now holds 0.06% of the outstanding Capital Group Growth ETF(CGGR) stock.
The initial trade took place in 2024Q4. And since then GENESIS PRIVATE WEALTH, LLC has made 2 purchases of CGGR, at an average price of $36.79, for a total of 208,799.00 shares. Based on historical transaction data and CGGR's current price of $41.33, GENESIS PRIVATE WEALTH, LLC's estimated gain on his CGGR holdings is $947,225.34, reflecting a 12.33% gain to date.
GENESIS PRIVATE WEALTH, LLC CGGR ($41.33) Holding Chart
GENESIS PRIVATE WEALTH, LLC CGGR ($41.33) 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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