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
Q2 		$1.23M Buy
42,794
+5,364
+14% +$152K 0.23% 58
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 $484B AUM 34.9% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LSIA
LaSalle St. Investment Advisors Elmhurst, Illinois $818M AUM 23.46% 1-Year Est. Return
RFS
RM Financial Services Falmouth, Maine $135M AUM

J. Derek Lewis & Associates's CGGG Position: Q2 2026 in Review

J. Derek Lewis & Associates increased its Capital Group U.S. Large Growth ETF (CGGG) stake by 14% in Q2 2026, buying an estimated $152K and bringing the position to 42,794 shares worth $1.23M. The position accounts for 0.23% of the portfolio, ranked #58.

J. Derek Lewis & Associates first reported a position in CGGG in Q4 2025 and has held it in 3 quarters since. 33 funds tracked by Wall St. Rank hold CGGG as of Q2 2026.

  • J. Derek Lewis & Associates held 42,794 shares of Capital Group U.S. Large Growth ETF worth $1.23M as of Q2 2026.
  • J. Derek Lewis & Associates bought 5,364 Capital Group U.S. Large Growth ETF shares in Q2 2026, an estimated $152K.
  • Capital Group U.S. Large Growth ETF made up 0.23% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #58 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 3 quarters since.
  • 33 funds tracked by Wall St. Rank held Capital Group U.S. Large Growth ETF as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.