Boyer Financial Services
CGGR icon

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
Q3 		$11.2M Buy
235,198
+5,796
+3% +$270K 8.93% 2
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

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
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
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

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

Boyer Financial Services increased its Capital Group Growth ETF (CGGR) stake by 2.5% in Q3 2026, buying an estimated $270K and bringing the position to 235,198 shares worth $11.2M. The position accounts for 8.93% of the portfolio, ranked #2.

Boyer Financial Services first reported a position in CGGR in Q4 2025 and has held it in 4 quarters since. 399 funds tracked by Wall St. Rank hold CGGR as of Q3 2026.

  • Boyer Financial Services held 235,198 shares of Capital Group Growth ETF worth $11.2M as of Q3 2026.
  • Boyer Financial Services bought 5,796 Capital Group Growth ETF shares in Q3 2026, an estimated $270K.
  • Capital Group Growth ETF made up 8.93% of Boyer Financial Services's portfolio in Q3 2026, its #2 holding.
  • Boyer Financial Services first reported a position in Capital Group Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • 399 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2026.

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