WFP
CGGG

Worthington Financial Partners’s Capital Group U.S. Large Growth ETF CGGG Stock Holding History

Worthington Financial Partners’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 		$2.3M Buy
80,327
+811
+1% +$23K 1.91% 9
2026
Q1 		$2.01M Sell
79,516
-2,090
-3% -$57.3K 1.73% 8
2025
Q4 		$2.33M Buy
+81,606
New +$2.33M 2.06% 9

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

Worthington Financial Partners's CGGG Position: Q2 2026 in Review

Worthington Financial Partners increased its Capital Group U.S. Large Growth ETF (CGGG) stake by 1% in Q2 2026, buying an estimated $23K and bringing the position to 80,327 shares worth $2.3M. The position accounts for 1.91% of the portfolio, ranked #9.

Worthington Financial Partners first reported a position in CGGG in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.33M in Q4 2025. 33 funds tracked by Wall St. Rank hold CGGG as of Q2 2026.

  • Worthington Financial Partners held 80,327 shares of Capital Group U.S. Large Growth ETF worth $2.3M as of Q2 2026.
  • Worthington Financial Partners bought 811 Capital Group U.S. Large Growth ETF shares in Q2 2026, an estimated $23K.
  • Capital Group U.S. Large Growth ETF made up 1.91% of Worthington Financial Partners's portfolio in Q2 2026, its #9 holding.
  • Worthington Financial Partners first reported a position in Capital Group U.S. Large Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Worthington Financial Partners's Capital Group U.S. Large Growth ETF position peaked at $2.33M in Q4 2025.
  • 33 funds tracked by Wall St. Rank held Capital Group U.S. Large Growth ETF as of Q2 2026.

Based on Worthington Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.