SS
CGGG

Sunbelt Securities’s Capital Group U.S. Large Growth ETF CGGG Stock Holding History

Sunbelt Securities’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 		$23.6K Hold
930
– – ﹤0.01% 1242
2025
Q4 		$26.6K Buy
930
+101
+12% +$2.88K ﹤0.01% 1173
2025
Q3 		$23.6K Buy
+829
New +$22.9K ﹤0.01% 1216

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

Sunbelt Securities's CGGG Position: Q1 2026 in Review

Sunbelt Securities held its Capital Group U.S. Large Growth ETF (CGGG) position steady in Q1 2026 at 930 shares worth $23.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1242.

Sunbelt Securities first reported a position in CGGG in Q3 2025 and has held it in 3 quarters since. The position peaked at $26.6K in Q4 2025. 27 funds tracked by Wall St. Rank hold CGGG as of Q1 2026.

  • Sunbelt Securities held 930 shares of Capital Group U.S. Large Growth ETF worth $23.6K as of Q1 2026.
  • Sunbelt Securities left its Capital Group U.S. Large Growth ETF share count unchanged in Q1 2026.
  • Capital Group U.S. Large Growth ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1242 holding.
  • Sunbelt Securities first reported a position in Capital Group U.S. Large Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's Capital Group U.S. Large Growth ETF position peaked at $26.6K in Q4 2025.
  • 27 funds tracked by Wall St. Rank held Capital Group U.S. Large Growth ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.