Financial Perspectives’s Capital Group U.S. Large Growth ETF CGGG Stock Holding History

Financial Perspectives’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 Q3	$33.7K	Buy	+1,172	New	+$33.4K	0.01%	399

Other funds holding CGGG

Midwest Heritage Bank West Des Moines, Iowa $342M AUM 9.98% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

RM Financial Services Falmouth, Maine $132M AUM 18.58% 1-Year Est. Return

J. Derek Lewis & Associates Newport Beach, California $555M AUM 11.63% 1-Year Est. Return

Latitude Advisors Vero Beach, Florida $323M AUM 17.08% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Rothschild Investment LLC Chicago, Illinois $2.69B AUM 27.79% 1-Year Est. Return

Financial Perspectives's CGGG Position: Q3 2026 in Review

Financial Perspectives opened a new position in Capital Group U.S. Large Growth ETF (CGGG) in Q3 2026: 1,172 shares worth $33.7K. The stake represents 0.01% of the portfolio and ranks #399 among its holdings.

20 funds tracked by Wall St. Rank hold CGGG as of Q3 2026.

Financial Perspectives held 1,172 shares of Capital Group U.S. Large Growth ETF worth $33.7K as of Q3 2026.
Capital Group U.S. Large Growth ETF was a new Financial Perspectives position in Q3 2026.
Capital Group U.S. Large Growth ETF made up 0.01% of Financial Perspectives's portfolio in Q3 2026, its #399 holding.
20 funds tracked by Wall St. Rank held Capital Group U.S. Large Growth ETF as of Q3 2026.

Based on Financial Perspectives's 13F filing for Q3 2026, filed 3 Nov 2026.