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BFC Planning, Inc.’s Capital Group Growth ETF CGGR Stock Holding History

BFC Planning, Inc.’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 		$2.71M Sell
57,496
-623
-1% -$28.2K 0.11% 191
2026
Q1 		$2.34M Buy
58,119
+6,859
+13% +$296K 0.1% 198
2025
Q4 		$2.28M Buy
51,260
+45,365
+770% +$2M 0.1% 191
2025
Q3 		$259K Sell
5,895
-50
-0.8% -$2.11K 0.02% 578
2025
Q2 		$242K Buy
5,945
+357
+6% +$13K 0.02% 568
2025
Q1 		$191K Hold
5,588
– – 0.02% 628
2024
Q4 		$208K Buy
+5,588
New +$205K 0.02% 596

Other funds holding CGGR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Group Private Client Services
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

BFC Planning, Inc.'s CGGR Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Capital Group Growth ETF (CGGR) stake by 1.1% in Q2 2026, selling an estimated $28.2K and leaving 57,496 shares worth $2.71M. The position accounts for 0.11% of the portfolio, ranked #191.

BFC Planning, Inc. first reported a position in CGGR in Q4 2024 and has held it in 7 quarters since. 657 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

  • BFC Planning, Inc. held 57,496 shares of Capital Group Growth ETF worth $2.71M as of Q2 2026.
  • BFC Planning, Inc. sold 623 Capital Group Growth ETF shares in Q2 2026, an estimated $28.2K.
  • Capital Group Growth ETF made up 0.11% of BFC Planning, Inc.'s portfolio in Q2 2026, its #191 holding.
  • BFC Planning, Inc. first reported a position in Capital Group Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 657 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.