Envestnet Asset Management
CGGG

Envestnet Asset Management’s Capital Group U.S. Large Growth ETF CGGG Stock Holding History

Envestnet Asset Management’s Portfolio CGGG Stock Details CGGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.41M Buy
118,926
+6,512
+6% +$184K ﹤0.01% 2740
2026
Q1 		$2.85M Buy
112,414
+79,564
+242% +$2.18M ﹤0.01% 2750
2025
Q4 		$939K Buy
+32,850
New +$938K ﹤0.01% 3307

Other funds holding CGGG

MHB
Midwest Heritage Bank West Des Moines, Iowa $353M AUM 17.98% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WFP
Worthington Financial Partners Worthington, Ohio $121M AUM
RFS
RM Financial Services Falmouth, Maine $135M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JDLA
J. Derek Lewis & Associates Newport Beach, California $529M AUM
PWM
Platt Wealth Management San Diego, California $124M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Envestnet Asset Management's CGGG Position: Q2 2026 in Review

Envestnet Asset Management increased its Capital Group U.S. Large Growth ETF (CGGG) stake by 5.8% in Q2 2026, buying an estimated $184K and bringing the position to 118,926 shares worth $3.41M. The position accounts for ﹤0.01% of the portfolio, ranked #2740.

Envestnet Asset Management first reported a position in CGGG in Q4 2025 and has held it in 3 quarters since. 21 funds tracked by Wall St. Rank hold CGGG as of Q2 2026.

  • Envestnet Asset Management held 118,926 shares of Capital Group U.S. Large Growth ETF worth $3.41M as of Q2 2026.
  • Envestnet Asset Management bought 6,512 Capital Group U.S. Large Growth ETF shares in Q2 2026, an estimated $184K.
  • Capital Group U.S. Large Growth ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2740 holding.
  • Envestnet Asset Management first reported a position in Capital Group U.S. Large Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 21 funds tracked by Wall St. Rank held Capital Group U.S. Large Growth ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.