EWA
CGGG

EverSource Wealth Advisors’s Capital Group U.S. Large Growth ETF CGGG Stock Holding History

EverSource Wealth Advisors’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 		$53.9K Hold
1,882
– – ﹤0.01% 1732
2026
Q1 		$47.7K Hold
1,882
– – ﹤0.01% 1925
2025
Q4 		$53.8K Hold
1,882
– – ﹤0.01% 1696
2025
Q3 		$53.5K Buy
+1,882
New +$52K ﹤0.01% 1665

Other funds holding CGGG

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

EverSource Wealth Advisors's CGGG Position: Q2 2026 in Review

EverSource Wealth Advisors held its Capital Group U.S. Large Growth ETF (CGGG) position steady in Q2 2026 at 1,882 shares worth $53.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1732.

EverSource Wealth Advisors first reported a position in CGGG in Q3 2025 and has held it in 4 quarters since. 21 funds tracked by Wall St. Rank hold CGGG as of Q2 2026.

  • EverSource Wealth Advisors held 1,882 shares of Capital Group U.S. Large Growth ETF worth $53.9K as of Q2 2026.
  • EverSource Wealth Advisors left its Capital Group U.S. Large Growth ETF share count unchanged in Q2 2026.
  • Capital Group U.S. Large Growth ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1732 holding.
  • EverSource Wealth Advisors first reported a position in Capital Group U.S. Large Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 21 funds tracked by Wall St. Rank held Capital Group U.S. Large Growth ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.