AWS
CGNG

Atria Wealth Solutions’s Capital Group New Geography Equity ETF CGNG Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$3.07M Buy
106,643
+7,482
+8% +$198K 0.07% 312
2025
Q1 		$2.49M Buy
+99,161
New +$2.53M 0.03% 554

Other funds holding CGNG

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $806M AUM 13.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.22B AUM 30.1% 1-Year Est. Return