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

Beacon Financial Group’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	$8.46M	Sell	179,197 -67,096	-27%	-$3.03M	0.77%	30
2026 Q1	$9.9M	Sell	246,293 -56,083	-19%	-$2.42M	0.99%	24
2025 Q4	$13.4M	Buy	302,376 +1,793	+0.6%	+$79.2K	1.34%	17
2025 Q3	$13.2M	Buy	300,583 +53,475	+22%	+$2.26M	1.3%	18
2025 Q2	$10M	Buy	247,108 +54,319	+28%	+$1.98M	1.05%	21
2025 Q1	$6.6M	Sell	192,789 -9,467	-5%	-$354K	0.72%	32
2024 Q4	$7.52M	Buy	202,256 +18,639	+10%	+$685K	0.81%	28
2024 Q3	$6.39M	Sell	183,617 -13,244	-7%	-$439K	0.69%	36
2024 Q2	$6.47M	Buy	196,861 +3,372	+2%	+$107K	0.74%	36
2024 Q1	$6.19M	Buy	193,489 +45,198	+30%	+$1.36M	0.71%	38
2023 Q4	$4.19M	Buy	148,291 +88,512	+148%	+$2.29M	0.51%	55
2023 Q3	$1.54M	Buy	+59,779	New	+$1.52M	0.22%	106

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 Group's CGGR Position: Q2 2026 in Review

Beacon Financial Group reduced its Capital Group Growth ETF (CGGR) stake by 27% in Q2 2026, selling an estimated $3.03M and leaving 179,197 shares worth $8.46M. The position accounts for 0.77% of the portfolio, ranked #30.

Beacon Financial Group first reported a position in CGGR in Q3 2023 and has held it in 12 quarters since. The position peaked at $13.4M in Q4 2025. 650 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Beacon Financial Group held 179,197 shares of Capital Group Growth ETF worth $8.46M as of Q2 2026.
Beacon Financial Group sold 67,096 Capital Group Growth ETF shares in Q2 2026, an estimated $3.03M.
Capital Group Growth ETF made up 0.77% of Beacon Financial Group's portfolio in Q2 2026, its #30 holding.
Beacon Financial Group first reported a position in Capital Group Growth ETF in Q3 2023 and has held it in 12 quarters since.
Beacon Financial Group's Capital Group Growth ETF position peaked at $13.4M in Q4 2025.
650 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.