PWM
CGGG

Platt Wealth Management’s Capital Group U.S. Large Growth ETF CGGG Stock Holding History

Platt Wealth Management’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 		$1.07M Buy
37,346
+20,087
+116% +$569K 0.86% 25
2026
Q1 		$437K Buy
17,259
+4,473
+35% +$123K 0.43% 34
2025
Q4 		$365K Buy
+12,786
New +$365K 0.36% 36

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

Platt Wealth Management's CGGG Position: Q2 2026 in Review

Platt Wealth Management increased its Capital Group U.S. Large Growth ETF (CGGG) stake by 116% in Q2 2026, buying an estimated $569K and bringing the position to 37,346 shares worth $1.07M. The position accounts for 0.86% of the portfolio, ranked #25.

Platt Wealth Management 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.

  • Platt Wealth Management held 37,346 shares of Capital Group U.S. Large Growth ETF worth $1.07M as of Q2 2026.
  • Platt Wealth Management bought 20,087 Capital Group U.S. Large Growth ETF shares in Q2 2026, an estimated $569K.
  • Capital Group U.S. Large Growth ETF made up 0.86% of Platt Wealth Management's portfolio in Q2 2026, its #25 holding.
  • Platt Wealth Management 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 Platt Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.