Superior Planning, LLC’s Capital Group New Geography Equity ETF CGNG Stock Holding History

Superior Planning, LLC’s Portfolio CGNG Stock Details CGNG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$13.2K	Buy	+361	New	+$13.1K	0.01%	826

Other funds holding CGNG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Capital Group Private Client Services Los Angeles, California $7.08B AUM 18.32% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Superior Planning, LLC's CGNG Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Capital Group New Geography Equity ETF (CGNG) in Q3 2026: 361 shares worth $13.2K. The stake represents 0.01% of the portfolio and ranks #826 among its holdings.

221 funds tracked by Wall St. Rank hold CGNG as of Q3 2026.

Superior Planning, LLC held 361 shares of Capital Group New Geography Equity ETF worth $13.2K as of Q3 2026.
Capital Group New Geography Equity ETF was a new Superior Planning, LLC position in Q3 2026.
Capital Group New Geography Equity ETF made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #826 holding.
221 funds tracked by Wall St. Rank held Capital Group New Geography Equity ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.