RFS
CGGG

RM Financial Services’s Capital Group U.S. Large Growth ETF CGGG Stock Holding History

RM Financial 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 		$1.28M Sell
44,534
-1,768
-4% -$50.1K 0.95% 27
2026
Q1 		$1.17M Buy
46,302
+1,683
+4% +$46.2K 1.01% 25
2025
Q4 		$1.27M Buy
+44,619
New +$1.27M 1.13% 24

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RM Financial Services's CGGG Position: Q2 2026 in Review

RM Financial Services reduced its Capital Group U.S. Large Growth ETF (CGGG) stake by 3.8% in Q2 2026, selling an estimated $50.1K and leaving 44,534 shares worth $1.28M. The position accounts for 0.95% of the portfolio, ranked #27.

RM Financial Services 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.

  • RM Financial Services held 44,534 shares of Capital Group U.S. Large Growth ETF worth $1.28M as of Q2 2026.
  • RM Financial Services sold 1,768 Capital Group U.S. Large Growth ETF shares in Q2 2026, an estimated $50.1K.
  • Capital Group U.S. Large Growth ETF made up 0.95% of RM Financial Services's portfolio in Q2 2026, its #27 holding.
  • RM Financial Services 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 RM Financial Services's 13F filing for Q2 2026, filed 4 Aug 2026.