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Bedel Financial Consulting’s Capital Group Growth ETF CGGR Stock Holding History

Bedel Financial Consulting’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 		$14M Buy
297,114
+7,532
+3% +$340K 1.32% 11
2026
Q1 		$11.6M Buy
289,582
+7,756
+3% +$335K 1.31% 12
2025
Q4 		$12.5M Sell
281,826
-5,564
-2% -$246K 1.35% 12
2025
Q3 		$12.6M Buy
287,390
+8,478
+3% +$358K 1.61% 11
2025
Q2 		$11.3M Sell
278,912
-3,291
-1% -$120K 1.55% 10
2025
Q1 		$10M Buy
282,203
+2,315
+0.8% +$86.6K 1.44% 10
2024
Q4 		$11.1M Buy
279,888
+8,181
+3% +$301K 1.54% 8
2024
Q3 		$9.45M Buy
271,707
+667
+0.2% +$22.1K 1.33% 9
2024
Q2 		$8.91M Sell
271,040
-3,522
-1% -$112K 1.31% 9
2024
Q1 		$8.78M Buy
274,562
+4,500
+2% +$135K 1.38% 8
2023
Q4 		$7.62M Buy
270,062
+6,963
+3% +$180K 1.4% 11
2023
Q3 		$6.45M Buy
263,099
+2,508
+1% +$63.7K 1.31% 12
2023
Q2 		$6.57M Buy
260,591
+5,552
+2% +$129K 1.37% 11
2023
Q1 		$5.73M Buy
255,039
+31,285
+14% +$679K 1.4% 13
2022
Q4 		$4.46M Buy
223,754
+145,042
+184% +$2.95M 1.11% 14
2022
Q3 		$1.57M Buy
+78,712
New +$1.68M 0.42% 33

Other funds holding CGGR

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
NECFA
New England Capital Financial Advisors Meriden, Connecticut $418M AUM 16.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JF
JSF Financial Los Angeles, California $632M AUM 27.63% 1-Year Est. Return

Bedel Financial Consulting's CGGR Position: Q2 2026 in Review

Bedel Financial Consulting increased its Capital Group Growth ETF (CGGR) stake by 2.6% in Q2 2026, buying an estimated $340K and bringing the position to 297,114 shares worth $14M. The position accounts for 1.32% of the portfolio, ranked #11.

Bedel Financial Consulting first reported a position in CGGR in Q3 2022 and has held it in 16 quarters since. 333 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Bedel Financial Consulting held 297,114 shares of Capital Group Growth ETF worth $14M as of Q2 2026.
  • Bedel Financial Consulting bought 7,532 Capital Group Growth ETF shares in Q2 2026, an estimated $340K.
  • Capital Group Growth ETF made up 1.32% of Bedel Financial Consulting's portfolio in Q2 2026, its #11 holding.
  • Bedel Financial Consulting first reported a position in Capital Group Growth ETF in Q3 2022 and has held it in 16 quarters since.
  • 333 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.