KAS
CGGG

Kestra Advisory Services’s Capital Group U.S. Large Growth ETF CGGG Stock Holding History

Kestra Advisory Services’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 		– Sell
-1,901
Closed -$54.3K – 4589
2025
Q4 		$54.3K Buy
+1,901
New +$54.3K ﹤0.01% 3880

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
JDLA
J. Derek Lewis & Associates Newport Beach, California $445M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Kestra Advisory Services's CGGG Position: Q1 2026 in Review

Kestra Advisory Services sold out of Capital Group U.S. Large Growth ETF (CGGG) in Q1 2026, closing a stake of 1,901 shares — an estimated $54.3K sold.

Kestra Advisory Services first reported a position in CGGG in Q4 2025 and held it in 1 quarter. The position peaked at $54.3K in Q4 2025. 27 funds tracked by Wall St. Rank hold CGGG as of Q1 2026.

  • Kestra Advisory Services reported no remaining Capital Group U.S. Large Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,901 Capital Group U.S. Large Growth ETF shares in Q1 2026, an estimated $54.3K.
  • Kestra Advisory Services first reported a position in Capital Group U.S. Large Growth ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Capital Group U.S. Large Growth ETF position peaked at $54.3K in Q4 2025.
  • 27 funds tracked by Wall St. Rank held Capital Group U.S. Large Growth ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.