Beacon Financial Advisory’s Capital Group Growth ETF CGGR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.39M | Buy |
107,956
+23,818
| +28% | +$968K | 1.13% | 13 |
|
|
2025
Q1 | $2.88M | Buy |
84,138
+22,133
| +36% | +$758K | 0.87% | 21 |
|
|
2024
Q4 | $2.3M | Buy |
62,005
+3,832
| +7% | +$142K | 0.75% | 23 |
|
|
2024
Q3 | $2.02M | Buy |
58,173
+8,986
| +18% | +$313K | 0.69% | 26 |
|
|
2024
Q2 | $1.62M | Buy |
49,187
+6,517
| +15% | +$214K | 0.6% | 31 |
|
|
2024
Q1 | $1.37M | Buy |
42,670
+2,501
| +6% | +$80K | 0.66% | 30 |
|
|
2023
Q4 | $1.13M | Buy |
40,169
+4,763
| +13% | +$134K | 0.55% | 43 |
|
|
2023
Q3 | $867K | Buy |
35,406
+4,020
| +13% | +$98.5K | 0.48% | 63 |
|
|
2023
Q2 | $792K | Buy |
31,386
+3,122
| +11% | +$78.8K | 0.45% | 68 |
|
|
2023
Q1 | $635K | Buy |
28,264
+17,816
| +171% | +$400K | 0.4% | 80 |
|
|
2022
Q4 | $208K | Buy |
+10,448
| New | +$208K | 0.15% | 174 |
|