Hartmann Taylor Wealth Management, LLC CGGR Holdings History
Number of Shares
281,622.00
Current Holdings Value*
$9.65 Mil
% of Portfolio
8.65%
Total Estimate Gain
$949,066.14
% of Total Estimate Gain
9.01%
Hartmann Taylor Wealth Management, LLC's Capital Group Growth ETF Holding Summary
As of 2025-03-31, Hartmann Taylor Wealth Management, LLC held 281,622.00 shares of Capital Group Growth ETF(CGGR), totaling $9.65 Mil. This investment constitutes 8.65% of their stock portfolio, and Hartmann Taylor Wealth Management, LLC now holds 0.09% of the outstanding Capital Group Growth ETF(CGGR) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and CGGR's current price of $40.79, Hartmann Taylor Wealth Management, LLC's estimated gain on his CGGR holdings is $949,066.14, reflecting a 9.01% gain to date.
Hartmann Taylor Wealth Management, LLC CGGR ($40.79) Holding Chart
Hartmann Taylor Wealth Management, LLC CGGR ($40.79) 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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