Bedel Financial Consulting
CGGR icon

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
Q3 		$14.4M Buy
303,848
+6,734
+2% +$314K 1.36% 12
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Forge Financial Services
Forge Financial Services Edmond, Oklahoma $1.17B AUM 12.47% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Bedel Financial Consulting's CGGR Position: Q3 2026 in Review

Bedel Financial Consulting increased its Capital Group Growth ETF (CGGR) stake by 2.3% in Q3 2026, buying an estimated $314K and bringing the position to 303,848 shares worth $14.4M. The position accounts for 1.36% of the portfolio, ranked #12.

Bedel Financial Consulting first reported a position in CGGR in Q3 2022 and has held it in 17 quarters since. 423 funds tracked by Wall St. Rank hold CGGR as of Q3 2026.

  • Bedel Financial Consulting held 303,848 shares of Capital Group Growth ETF worth $14.4M as of Q3 2026.
  • Bedel Financial Consulting bought 6,734 Capital Group Growth ETF shares in Q3 2026, an estimated $314K.
  • Capital Group Growth ETF made up 1.36% of Bedel Financial Consulting's portfolio in Q3 2026, its #12 holding.
  • Bedel Financial Consulting first reported a position in Capital Group Growth ETF in Q3 2022 and has held it in 17 quarters since.
  • 423 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2026.

Based on Bedel Financial Consulting's 13F filing for Q3 2026, filed 6 Nov 2026.