Boyer Financial Services
CGGO icon

Boyer Financial Services’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Boyer Financial Services’s Portfolio CGGO Stock Details CGGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.34M Buy
184,411
+1,310
+0.7% +$52.6K 5.87% 5
2026
Q2 		$7.47M Buy
183,101
+9,769
+6% +$380K 6.3% 5
2026
Q1 		$5.78M Buy
173,332
+14,154
+9% +$504K 6.13% 5
2025
Q4 		$5.6M Buy
+159,178
New +$5.5M 5.93% 5

Other funds holding CGGO

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
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Financial Council
Financial Council Towson, Maryland $317M AUM 19.38% 1-Year Est. Return
Arlington Financial Advisors
Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Valmark Advisers
Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return
LVW Advisors
LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

Boyer Financial Services's CGGO Position: Q3 2026 in Review

Boyer Financial Services increased its Capital Group Global Growth Equity ETF (CGGO) stake by 0.72% in Q3 2026, buying an estimated $52.6K and bringing the position to 184,411 shares worth $7.34M. The position accounts for 5.87% of the portfolio, ranked #5.

Boyer Financial Services first reported a position in CGGO in Q4 2025 and has held it in 4 quarters since. The position peaked at $7.47M in Q2 2026. 264 funds tracked by Wall St. Rank hold CGGO as of Q3 2026.

  • Boyer Financial Services held 184,411 shares of Capital Group Global Growth Equity ETF worth $7.34M as of Q3 2026.
  • Boyer Financial Services bought 1,310 Capital Group Global Growth Equity ETF shares in Q3 2026, an estimated $52.6K.
  • Capital Group Global Growth Equity ETF made up 5.87% of Boyer Financial Services's portfolio in Q3 2026, its #5 holding.
  • Boyer Financial Services first reported a position in Capital Group Global Growth Equity ETF in Q4 2025 and has held it in 4 quarters since.
  • Boyer Financial Services's Capital Group Global Growth Equity ETF position peaked at $7.47M in Q2 2026.
  • 264 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q3 2026.

Based on Boyer Financial Services's 13F filing for Q3 2026, filed 23 Oct 2026.