MHB
CGGG

Midwest Heritage Bank’s Capital Group U.S. Large Growth ETF CGGG Stock Holding History

Midwest Heritage Bank’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 		$3.17M Buy
110,596
+32,064
+41% +$908K 0.9% 19
2026
Q1 		$1.99M Buy
+78,532
New +$2.15M 0.64% 21

Other funds holding CGGG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
RFS
RM Financial Services Falmouth, Maine $135M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JDLA
J. Derek Lewis & Associates Newport Beach, California $529M AUM
PWM
Platt Wealth Management San Diego, California $124M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

Midwest Heritage Bank's CGGG Position: Q2 2026 in Review

Midwest Heritage Bank increased its Capital Group U.S. Large Growth ETF (CGGG) stake by 41% in Q2 2026, buying an estimated $908K and bringing the position to 110,596 shares worth $3.17M. The position accounts for 0.9% of the portfolio, ranked #19.

Midwest Heritage Bank first reported a position in CGGG in Q1 2026 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold CGGG as of Q2 2026.

  • Midwest Heritage Bank held 110,596 shares of Capital Group U.S. Large Growth ETF worth $3.17M as of Q2 2026.
  • Midwest Heritage Bank bought 32,064 Capital Group U.S. Large Growth ETF shares in Q2 2026, an estimated $908K.
  • Capital Group U.S. Large Growth ETF made up 0.9% of Midwest Heritage Bank's portfolio in Q2 2026, its #19 holding.
  • Midwest Heritage Bank first reported a position in Capital Group U.S. Large Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held Capital Group U.S. Large Growth ETF as of Q2 2026.

Based on Midwest Heritage Bank's 13F filing for Q2 2026, filed 28 Jul 2026.