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

Beacon Financial Strategies’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	$80.2K	Buy	+1,700	New	+$76.8K	0.04%	73

Other funds holding CGGR

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Wealth Science Advisors Alpharetta, Georgia $225M AUM

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Beacon Financial Strategies opened a new position in Capital Group Growth ETF (CGGR) in Q2 2026: 1,700 shares worth $80.2K. The stake represents 0.04% of the portfolio and ranks #73 among its holdings.

109 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Beacon Financial Strategies held 1,700 shares of Capital Group Growth ETF worth $80.2K as of Q2 2026.
Capital Group Growth ETF was a new Beacon Financial Strategies position in Q2 2026.
Capital Group Growth ETF made up 0.04% of Beacon Financial Strategies's portfolio in Q2 2026, its #73 holding.
109 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.