Olistico Wealth, LLC CGGR Holdings History

Number of Shares
131,219.00
Current Holdings Value*
$5.33 Mil
% of Portfolio
2.96%
Total Estimate Gain
$1.47 Mil
% of Total Estimate Gain
37.18%

Olistico Wealth, LLC's Capital Group Growth ETF Holding Summary

As of 2025-06-30, Olistico Wealth, LLC held 131,219.00 shares of Capital Group Growth ETF(CGGR), totaling $5.33 Mil. This investment constitutes 2.96% of their stock portfolio, and Olistico Wealth, LLC now holds 0.04% of the outstanding Capital Group Growth ETF(CGGR) stock.

The initial trade took place in 2023Q2. And since then Olistico Wealth, LLC has made 9 purchases of CGGR, at an average price of $30.16, for a total of 131,219.00 shares. Based on historical transaction data and CGGR's current price of $41.37, Olistico Wealth, LLC's estimated gain on his CGGR holdings is $1.47 Mil, reflecting a 37.18% gain to date.

Olistico Wealth, LLC CGGR ($41.37) Holding Chart

Olistico Wealth, LLC CGGR ($41.37) 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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