BFS
CGNG

Boyer Financial Services’s Capital Group New Geography Equity ETF CGNG Stock Holding History

Boyer Financial Services’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 		$2.47M Buy
68,401
+6,607
+11% +$234K 2.09% 16
2026
Q1 		$1.95M Buy
61,794
+8,358
+16% +$277K 2.07% 17
2025
Q4 		$1.74M Buy
+53,436
New +$1.69M 1.85% 16

Other funds holding CGNG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

Boyer Financial Services's CGNG Position: Q2 2026 in Review

Boyer Financial Services increased its Capital Group New Geography Equity ETF (CGNG) stake by 11% in Q2 2026, buying an estimated $234K and bringing the position to 68,401 shares worth $2.47M. The position accounts for 2.09% of the portfolio, ranked #16.

Boyer Financial Services first reported a position in CGNG in Q4 2025 and has held it in 3 quarters since. 147 funds tracked by Wall St. Rank hold CGNG as of Q2 2026.

  • Boyer Financial Services held 68,401 shares of Capital Group New Geography Equity ETF worth $2.47M as of Q2 2026.
  • Boyer Financial Services bought 6,607 Capital Group New Geography Equity ETF shares in Q2 2026, an estimated $234K.
  • Capital Group New Geography Equity ETF made up 2.09% of Boyer Financial Services's portfolio in Q2 2026, its #16 holding.
  • Boyer Financial Services first reported a position in Capital Group New Geography Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 147 funds tracked by Wall St. Rank held Capital Group New Geography Equity ETF as of Q2 2026.

Based on Boyer Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.