RIL
CGGG

Rothschild Investment LLC’s Capital Group U.S. Large Growth ETF CGGG Stock Holding History

Rothschild Investment LLC’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 		$464K Hold
16,200
– – 0.02% 630
2026
Q1 		$411K Buy
+16,200
New +$444K 0.02% 454

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

Rothschild Investment LLC's CGGG Position: Q2 2026 in Review

Rothschild Investment LLC held its Capital Group U.S. Large Growth ETF (CGGG) position steady in Q2 2026 at 16,200 shares worth $464K. The position accounts for 0.02% of the portfolio, ranked #630.

Rothschild Investment LLC first reported a position in CGGG in Q1 2026 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold CGGG as of Q2 2026.

  • Rothschild Investment LLC held 16,200 shares of Capital Group U.S. Large Growth ETF worth $464K as of Q2 2026.
  • Rothschild Investment LLC left its Capital Group U.S. Large Growth ETF share count unchanged in Q2 2026.
  • Capital Group U.S. Large Growth ETF made up 0.02% of Rothschild Investment LLC's portfolio in Q2 2026, its #630 holding.
  • Rothschild Investment LLC first reported a position in Capital Group U.S. Large Growth ETF in Q1 2026 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 Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.