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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Accel Wealth Management's CGGR Position: Q2 2026 in Review

Accel Wealth Management reduced its Capital Group Growth ETF (CGGR) stake by 11% in Q2 2026, selling an estimated $656K and leaving 118,518 shares worth $5.59M. The position accounts for 1.26% of the portfolio, ranked #19.

Accel Wealth Management first reported a position in CGGR in Q3 2023 and has held it in 11 quarters since. 652 funds tracked by Wall St. Rank hold CGGR as of Q2 2026.

Accel Wealth Management held 118,518 shares of Capital Group Growth ETF worth $5.59M as of Q2 2026.
Accel Wealth Management sold 14,517 Capital Group Growth ETF shares in Q2 2026, an estimated $656K.
Capital Group Growth ETF made up 1.26% of Accel Wealth Management's portfolio in Q2 2026, its #19 holding.
Accel Wealth Management first reported a position in Capital Group Growth ETF in Q3 2023 and has held it in 11 quarters since.
652 funds tracked by Wall St. Rank held Capital Group Growth ETF as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.