AWM
Axxcess Wealth Management’s Capital Group Growth ETF CGGR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.8M | Buy |
339,826
+88,795
| +35% | +$3.61M | 0.32% | 61 |
|
|
2025
Q1 | $8.6M | Buy |
251,031
+57,506
| +30% | +$1.97M | 0.23% | 80 |
|
|
2024
Q4 | $7.19M | Buy |
193,525
+7,835
| +4% | +$291K | 0.17% | 102 |
|
|
2024
Q3 | $6.46M | Buy |
185,690
+2,259
| +1% | +$78.6K | 0.16% | 112 |
|
|
2024
Q2 | $6.03M | Buy |
183,431
+130,160
| +244% | +$4.28M | 0.16% | 112 |
|
|
2024
Q1 | $1.7M | Buy |
53,271
+36,721
| +222% | +$1.17M | 0.05% | 276 |
|
|
2023
Q4 | $467K | Buy |
16,550
+8,305
| +101% | +$234K | 0.01% | 533 |
|
|
2023
Q3 | $202K | Buy |
+8,245
| New | +$202K | 0.01% | 735 |
|