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 Q1	$411K	Buy	+16,200	New	+$444K	0.02%	454

Other funds holding CGGG

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

WFP

Worthington Financial Partners Worthington, Ohio $121M AUM

MHB

Midwest Heritage Bank West Des Moines, Iowa $312M AUM 14.19% 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 $116M AUM

JDLA

J. Derek Lewis & Associates Newport Beach, California $445M AUM

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Rothschild Investment LLC's CGGG Position: Q1 2026 in Review

Rothschild Investment LLC opened a new position in Capital Group U.S. Large Growth ETF (CGGG) in Q1 2026: 16,200 shares worth $411K. The stake represents 0.02% of the portfolio and ranks #454 among its holdings.

27 funds tracked by Wall St. Rank hold CGGG as of Q1 2026.

Rothschild Investment LLC held 16,200 shares of Capital Group U.S. Large Growth ETF worth $411K as of Q1 2026.
Capital Group U.S. Large Growth ETF was a new Rothschild Investment LLC position in Q1 2026.
Capital Group U.S. Large Growth ETF made up 0.02% of Rothschild Investment LLC's portfolio in Q1 2026, its #454 holding.
27 funds tracked by Wall St. Rank held Capital Group U.S. Large Growth ETF as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.