Genesis Private Wealth, LLC Capital Group Growth ETF Shs C Transaction History
Genesis Private Wealth, LLC
- $212 Billion
- Q2 2025
A detailed history of Genesis Private Wealth, LLC transactions in Capital Group Growth ETF Shs C stock. As of the latest transaction made, Genesis Private Wealth, LLC holds 208,799 shares of CGGR stock, worth $8.69 Million. This represents 4.0% of its overall portfolio holdings.
Number of Shares
208,799
Previous 203,489
2.61%
Holding current value
$8.69 Million
Previous $6.97 Billion
21.78%
% of portfolio
4.0%
Previous 3.7%
Shares
3 transactions
Others Institutions Holding CGGR
# of Institutions
480Shares Held
225MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22.8MShares$951 Million0.32% of portfolio
-
Capital Group Private Client Services, Inc. Los Angeles, CA21.8MShares$909 Million7.82% of portfolio
-
Commonwealth Equity Services, LLC11.7MShares$486 Million0.57% of portfolio
-
Bank Of America Corp Charlotte, NC11.4MShares$475 Million0.03% of portfolio
-
Morgan Stanley New York, NY9.54MShares$397 Million0.02% of portfolio