AWM
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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

SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AWC
Adamsbrown Wealth Consultants Wichita, Kansas $530M AUM 23.21% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $225M AUM

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. 199 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.
  • 199 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.