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Boyer Financial Services’s Capital Group Growth ETF CGGR Stock Holding History

Boyer Financial Services’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 		$10.7M Buy
229,402
+21,025
+10% +$950K 9.01% 4
2026
Q1 		$8.37M Buy
208,377
+17,312
+9% +$747K 8.88% 4
2025
Q4 		$8.51M Buy
+191,065
New +$8.44M 9.03% 4

Other funds holding CGGR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 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
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Boyer Financial Services's CGGR Position: Q2 2026 in Review

Boyer Financial Services increased its Capital Group Growth ETF (CGGR) stake by 10% in Q2 2026, buying an estimated $950K and bringing the position to 229,402 shares worth $10.7M. The position accounts for 9.01% of the portfolio, ranked #4.

Boyer Financial Services first reported a position in CGGR in Q4 2025 and has held it in 3 quarters since. 419 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • Boyer Financial Services held 229,402 shares of Capital Group Growth ETF worth $10.7M as of Q2 2026.
  • Boyer Financial Services bought 21,025 Capital Group Growth ETF shares in Q2 2026, an estimated $950K.
  • Capital Group Growth ETF made up 9.01% of Boyer Financial Services's portfolio in Q2 2026, its #4 holding.
  • Boyer Financial Services first reported a position in Capital Group Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 419 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Boyer Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.