Accel Wealth Management
CGGR icon

Accel Wealth Management’s Capital Group Growth ETF CGGR Stock Holding History

Accel Wealth Management’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 		$5.99M Buy
126,190
+7,672
+6% +$357K 1.29% 18
2026
Q2 		$5.59M Sell
118,518
-14,517
-11% -$656K 1.26% 19
2026
Q1 		$5.35M Buy
133,035
+8,515
+7% +$368K 1.39% 17
2025
Q4 		$5.54M Buy
124,520
+23,028
+23% +$1.02M 1.51% 16
2025
Q3 		$4.46M Buy
101,492
+48,990
+93% +$2.07M 1.3% 18
2025
Q2 		$2.13M Buy
52,502
+9,109
+21% +$332K 0.71% 34
2025
Q1 		$1.49M Buy
43,393
+16,588
+62% +$621K 0.54% 51
2024
Q4 		$996K Buy
26,805
+16,035
+149% +$589K 0.38% 69
2024
Q3 		$375K Buy
10,770
+2,353
+28% +$78K 0.14% 163
2024
Q2 		$277K Buy
+8,417
New +$267K 0.11% 176
2024
Q1 		– Sell
-10,116
Closed -$286K – 228
2023
Q4 		$286K Buy
10,116
+140
+1% +$3.62K 0.14% 146
2023
Q3 		$244K Buy
+9,976
New +$253K 0.14% 142

Other funds holding CGGR

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
JSF Financial
JSF Financial Los Angeles, California $655M AUM 20.11% 1-Year Est. Return
Johnson Bixby & Associates
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Ergawealth Advisors
Ergawealth Advisors Oak Brook, Illinois $253M AUM 8.74% 1-Year Est. Return

Accel Wealth Management's CGGR Position: Q3 2026 in Review

Accel Wealth Management increased its Capital Group Growth ETF (CGGR) stake by 6.5% in Q3 2026, buying an estimated $357K and bringing the position to 126,190 shares worth $5.99M. The position accounts for 1.29% of the portfolio, ranked #18.

Accel Wealth Management first reported a position in CGGR in Q3 2023 and has held it in 12 quarters since. 253 funds tracked by Wall St. Rank hold CGGR as of Q3 2026.

  • Accel Wealth Management held 126,190 shares of Capital Group Growth ETF worth $5.99M as of Q3 2026.
  • Accel Wealth Management bought 7,672 Capital Group Growth ETF shares in Q3 2026, an estimated $357K.
  • Capital Group Growth ETF made up 1.29% of Accel Wealth Management's portfolio in Q3 2026, its #18 holding.
  • Accel Wealth Management first reported a position in Capital Group Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • 253 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.