Osaic Holdings
CGGG

Osaic Holdings’s Capital Group U.S. Large Growth ETF CGGG Stock Holding History

Osaic Holdings’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 		$569K Sell
22,438
-643
-3% -$17.6K ﹤0.01% 3220
2025
Q4 		$659K Buy
23,081
+18,701
+427% +$534K ﹤0.01% 3079
2025
Q3 		$124K Buy
+4,380
New +$121K ﹤0.01% 4604

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 $424B AUM 22.96% 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
MHB
Midwest Heritage Bank West Des Moines, Iowa $353M AUM 17.98% 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 $135M AUM
JDLA
J. Derek Lewis & Associates Newport Beach, California $529M AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings's CGGG Position: Q1 2026 in Review

Osaic Holdings reduced its Capital Group U.S. Large Growth ETF (CGGG) stake by 2.8% in Q1 2026, selling an estimated $17.6K and leaving 22,438 shares worth $569K. The position accounts for ﹤0.01% of the portfolio, ranked #3220.

Osaic Holdings first reported a position in CGGG in Q3 2025 and has held it in 3 quarters since. The position peaked at $659K in Q4 2025. 27 funds tracked by Wall St. Rank hold CGGG as of Q1 2026.

  • Osaic Holdings held 22,438 shares of Capital Group U.S. Large Growth ETF worth $569K as of Q1 2026.
  • Osaic Holdings sold 643 Capital Group U.S. Large Growth ETF shares in Q1 2026, an estimated $17.6K.
  • Capital Group U.S. Large Growth ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #3220 holding.
  • Osaic Holdings first reported a position in Capital Group U.S. Large Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • Osaic Holdings's Capital Group U.S. Large Growth ETF position peaked at $659K in Q4 2025.
  • 27 funds tracked by Wall St. Rank held Capital Group U.S. Large Growth ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.