Modern Wealth Management, LLC Capital Group Growth ETF Shs C Transaction History

Modern Wealth Management, LLC

$5.05 Trillion
Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Modern Wealth Management, LLC holds 39,614 shares of CGGR stock, worth $1.71 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

39,614

Previous 36,574 8.31%

Holding current value

$1.71 Million

Previous $1.49 Million 116982.57%

% of portfolio

0.03%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$40.2 - $44.58 $122,208 - $135,523	3,040 Added 8.31%	39,614 $1.74 Billion
Q2 2025 Aug 14, 2025	BUY	$30.53 - $40.65 $146,635 - $195,241	4,803 Added 15.12%	36,574 $1.49 Million
Q1 2025 May 30, 2025	BUY	$33.98 - $39.84 $230,044 - $269,716	6,770 Added 27.08%	31,771 $1.09 Million
Q1 2025 May 15, 2025	SELL	$33.98 - $39.84 $56,814 - $66,612	-1,672 Reduced 6.27%	25,001 $856 Million
Q4 2024 May 30, 2025	SELL	$34.49 - $39.24 $139,443 - $158,647	-4,043 Reduced 16.17%	20,958 $779,000

Q4 2024 May 29, 2025	SELL	$34.49 - $39.24 $139,443 - $158,647	-4,043 Reduced 16.17%	20,958 $779,000
Q4 2024 Feb 11, 2025	BUY	$34.49 - $39.24 $919,951 - $1.05 Million	26,673 New	26,673 $1.06 Billion

Others Institutions Holding CGGR

# of Institutions

556

Shares Held

289M

Call Options Held

Put Options Held

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About CAPITAL GROUP GROWTH ETF SHS C

Ticker CGGR
Sector ETFs
Industry ETFs

More about CGGR

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Modern Wealth Management, LLC Capital Group Growth ETF Shs C Transaction History