Beacon Financial Advisory’s Capital Group Growth ETF CGGR Stock Holding History

Beacon Financial Advisory’s Portfolio CGGR Stock Details CGGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.1M	Buy	129,294 +9,443	+8%	+$427K	1.2%	12
2026 Q1	$4.82M	Sell	119,851 -3,775	-3%	-$163K	1.09%	13
2025 Q4	$5.5M	Buy	123,626 +5,930	+5%	+$262K	1.27%	12
2025 Q3	$5.17M	Buy	117,696 +9,740	+9%	+$411K	1.2%	12
2025 Q2	$4.39M	Buy	107,956 +23,818	+28%	+$869K	1.13%	13
2025 Q1	$2.88M	Buy	84,138 +22,133	+36%	+$828K	0.87%	21
2024 Q4	$2.3M	Buy	62,005 +3,832	+7%	+$141K	0.75%	23
2024 Q3	$2.02M	Buy	58,173 +8,986	+18%	+$298K	0.69%	26
2024 Q2	$1.62M	Buy	49,187 +6,517	+15%	+$207K	0.6%	31
2024 Q1	$1.37M	Buy	42,670 +2,501	+6%	+$75.2K	0.66%	30
2023 Q4	$1.13M	Buy	40,169 +4,763	+13%	+$123K	0.55%	43
2023 Q3	$867K	Buy	35,406 +4,020	+13%	+$102K	0.48%	63
2023 Q2	$792K	Buy	31,386 +3,122	+11%	+$72.7K	0.45%	68
2023 Q1	$635K	Buy	28,264 +17,816	+171%	+$387K	0.4%	80
2022 Q4	$208K	Buy	+10,448	New	+$213K	0.15%	174

Other funds holding CGGR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Beacon Financial Advisory's CGGR Position: Q2 2026 in Review

Beacon Financial Advisory increased its Capital Group Growth ETF (CGGR) stake by 7.9% in Q2 2026, buying an estimated $427K and bringing the position to 129,294 shares worth $6.1M. The position accounts for 1.2% of the portfolio, ranked #12.

Beacon Financial Advisory first reported a position in CGGR in Q4 2022 and has held it in 15 quarters since. 653 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Beacon Financial Advisory held 129,294 shares of Capital Group Growth ETF worth $6.1M as of Q2 2026.
Beacon Financial Advisory bought 9,443 Capital Group Growth ETF shares in Q2 2026, an estimated $427K.
Capital Group Growth ETF made up 1.2% of Beacon Financial Advisory's portfolio in Q2 2026, its #12 holding.
Beacon Financial Advisory first reported a position in Capital Group Growth ETF in Q4 2022 and has held it in 15 quarters since.
653 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.