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 $445B AUM 25.58% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

Atria Wealth Solutions's CGNG Position: Q2 2025 in Review

Atria Wealth Solutions increased its Capital Group New Geography Equity ETF (CGNG) stake by 7.5% in Q2 2025, buying an estimated $198K and bringing the position to 106,643 shares worth $3.07M. The position accounts for 0.07% of the portfolio, ranked #312.

Atria Wealth Solutions first reported a position in CGNG in Q1 2025 and has held it in 2 quarters since. 115 funds tracked by Wall St. Rank hold CGNG as of Q2 2025.

  • Atria Wealth Solutions held 106,643 shares of Capital Group New Geography Equity ETF worth $3.07M as of Q2 2025.
  • Atria Wealth Solutions bought 7,482 Capital Group New Geography Equity ETF shares in Q2 2025, an estimated $198K.
  • Capital Group New Geography Equity ETF made up 0.07% of Atria Wealth Solutions's portfolio in Q2 2025, its #312 holding.
  • Atria Wealth Solutions first reported a position in Capital Group New Geography Equity ETF in Q1 2025 and has held it in 2 quarters since.
  • 115 funds tracked by Wall St. Rank held Capital Group New Geography Equity ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.