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 Q2	$263K	Buy	+9,195	New	+$261K	﹤0.01%	2878
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 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 New York $1.15T AUM 47.82% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WFP

Worthington Financial Partners Worthington, Ohio $121M AUM

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

Kestra Advisory Services's CGGG Position: Q2 2026 in Review

Kestra Advisory Services opened a new position in Capital Group U.S. Large Growth ETF (CGGG) in Q2 2026: 9,195 shares worth $263K. The stake represents ﹤0.01% of the portfolio and ranks #2878 among its holdings. This is a return to the name: Kestra Advisory Services previously reported a position in CGGG as recently as Q4 2025.

Kestra Advisory Services first reported a position in CGGG in Q4 2025 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold CGGG as of Q2 2026.

Kestra Advisory Services held 9,195 shares of Capital Group U.S. Large Growth ETF worth $263K as of Q2 2026.
Capital Group U.S. Large Growth ETF was a new Kestra Advisory Services position in Q2 2026.
Capital Group U.S. Large Growth ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2878 holding.
Kestra Advisory Services first reported a position in Capital Group U.S. Large Growth ETF in Q4 2025 and has held it in 2 quarters since.
33 funds tracked by Wall St. Rank held Capital Group U.S. Large Growth ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.