Beckerman Institutional’s Capital Group New Geography Equity ETF CGNG Stock Holding History

Beckerman Institutional’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 Q2	$1.09M	Buy	29,101 +8,780	+43%	+$311K	0.52%	45
2026 Q1	$642K	Buy	20,321 +7,163	+54%	+$238K	0.34%	67
2025 Q4	$420K	Buy	13,158 +494	+4%	+$15.6K	0.24%	89
2025 Q3	$391K	Buy	12,664 +1,912	+18%	+$56.4K	0.23%	84
2025 Q2	$310K	Buy	+10,752	New	+$284K	0.21%	93

Other funds holding CGNG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Beckerman Institutional's CGNG Position: Q2 2026 in Review

Beckerman Institutional increased its Capital Group New Geography Equity ETF (CGNG) stake by 43% in Q2 2026, buying an estimated $311K and bringing the position to 29,101 shares worth $1.09M. The position accounts for 0.52% of the portfolio, ranked #45.

Beckerman Institutional first reported a position in CGNG in Q2 2025 and has held it in 5 quarters since. 246 funds tracked by Wall St. Rank hold CGNG as of Q2 2026.

Beckerman Institutional held 29,101 shares of Capital Group New Geography Equity ETF worth $1.09M as of Q2 2026.
Beckerman Institutional bought 8,780 Capital Group New Geography Equity ETF shares in Q2 2026, an estimated $311K.
Capital Group New Geography Equity ETF made up 0.52% of Beckerman Institutional's portfolio in Q2 2026, its #45 holding.
Beckerman Institutional first reported a position in Capital Group New Geography Equity ETF in Q2 2025 and has held it in 5 quarters since.
246 funds tracked by Wall St. Rank held Capital Group New Geography Equity ETF as of Q2 2026.

Based on Beckerman Institutional's 13F filing for Q2 2026, filed 11 Aug 2026.