Valmark Advisers’s Capital Group U.S. Large Growth ETF CGGG Stock Holding History

Valmark Advisers’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	$311K	Buy	+10,851	New	+$307K	﹤0.01%	612

Other funds holding CGGG

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 New York $1.15T AUM 47.82% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WFP

Worthington Financial Partners Worthington, Ohio $121M AUM

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

Valmark Advisers's CGGG Position: Q2 2026 in Review

Valmark Advisers opened a new position in Capital Group U.S. Large Growth ETF (CGGG) in Q2 2026: 10,851 shares worth $311K. The stake represents ﹤0.01% of the portfolio and ranks #612 among its holdings.

33 funds tracked by Wall St. Rank hold CGGG as of Q2 2026.

Valmark Advisers held 10,851 shares of Capital Group U.S. Large Growth ETF worth $311K as of Q2 2026.
Capital Group U.S. Large Growth ETF was a new Valmark Advisers position in Q2 2026.
Capital Group U.S. Large Growth ETF made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #612 holding.
33 funds tracked by Wall St. Rank held Capital Group U.S. Large Growth ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.