Ownership history in Accel Wealth Management · 9 quarters on record
This page tracks every 13F SEC filing in which Accel Wealth Management reported a position in CAPITAL GROUP GROWTH ETF (CGGR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 124,520 | +23,028 | +22.7% | 1.51% | $5.5M | $44.47 |
| 2025 Q3 | ADDED | 101,492 | +48,990 | +93.3% | 1.30% | $4.5M | $43.88 |
| 2025 Q2 | ADDED | 52,502 | +9,109 | +21.0% | 0.71% | $2.1M | $40.61 |
| 2025 Q1 | ADDED | 43,393 | +16,588 | +61.9% | 0.54% | $1.5M | $34.22 |
| 2024 Q4 | ADDED | 26,805 | +16,035 | +148.9% | 0.38% | $996K | $37.14 |
| 2024 Q3 | ADDED | 10,770 | +2,353 | +28.0% | 0.14% | $375K | $34.70 |
| 2024 Q2 | REDUCED | 8,417 | -1,699 | -16.8% | 0.11% | $277K | $32.80 |
| 2023 Q4 | ADDED | 10,116 | +140 | +1.4% | 0.14% | $286K | $28.11 |
| 2023 Q3 | INITIATED | 9,976 | — | — | 0.14% | $244K | — |
As of 2025 Q4 — sorted by position size