JDLA
CGGG

J. Derek Lewis & Associates’s Capital Group U.S. Large Growth ETF CGGG Stock Holding History

J. Derek Lewis & Associates’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
Q1 		$949K Buy
37,430
+13,126
+54% +$360K 0.21% 63
2025
Q4 		$694K Buy
+24,304
New +$694K 0.16% 78

Other funds holding CGGG

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
WFP
Worthington Financial Partners Worthington, Ohio $121M AUM
MHB
Midwest Heritage Bank West Des Moines, Iowa $312M AUM 14.19% 1-Year Est. Return
LSIA
LaSalle St. Investment Advisors Elmhurst, Illinois $710M AUM 19.7% 1-Year Est. Return
RFS
RM Financial Services Falmouth, Maine $116M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

J. Derek Lewis & Associates's CGGG Position: Q1 2026 in Review

J. Derek Lewis & Associates increased its Capital Group U.S. Large Growth ETF (CGGG) stake by 54% in Q1 2026, buying an estimated $360K and bringing the position to 37,430 shares worth $949K. The position accounts for 0.21% of the portfolio, ranked #63.

J. Derek Lewis & Associates first reported a position in CGGG in Q4 2025 and has held it in 2 quarters since. 27 funds tracked by Wall St. Rank hold CGGG as of Q1 2026.

  • J. Derek Lewis & Associates held 37,430 shares of Capital Group U.S. Large Growth ETF worth $949K as of Q1 2026.
  • J. Derek Lewis & Associates bought 13,126 Capital Group U.S. Large Growth ETF shares in Q1 2026, an estimated $360K.
  • Capital Group U.S. Large Growth ETF made up 0.21% of J. Derek Lewis & Associates's portfolio in Q1 2026, its #63 holding.
  • J. Derek Lewis & Associates first reported a position in Capital Group U.S. Large Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 27 funds tracked by Wall St. Rank held Capital Group U.S. Large Growth ETF as of Q1 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q1 2026, filed 1 May 2026.