Clear Creek Financial Management’s Capital Group New Geography Equity ETF CGNG Stock Holding History

Clear Creek Financial Management’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	$2.58M	Buy	68,880 +14,875	+28%	+$528K	0.17%	137
2026 Q1	$1.7M	Sell	54,005 -15,294	-22%	-$508K	0.13%	169
2025 Q4	$2.21M	Buy	69,299 +9,464	+16%	+$299K	0.18%	126
2025 Q3	$1.85M	Buy	59,835 +2,487	+4%	+$73.4K	0.16%	134
2025 Q2	$1.65M	Buy	+57,348	New	+$1.52M	0.16%	147

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

Clear Creek Financial Management's CGNG Position: Q2 2026 in Review

Clear Creek Financial Management increased its Capital Group New Geography Equity ETF (CGNG) stake by 28% in Q2 2026, buying an estimated $528K and bringing the position to 68,880 shares worth $2.58M. The position accounts for 0.17% of the portfolio, ranked #137.

Clear Creek Financial Management 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.

Clear Creek Financial Management held 68,880 shares of Capital Group New Geography Equity ETF worth $2.58M as of Q2 2026.
Clear Creek Financial Management bought 14,875 Capital Group New Geography Equity ETF shares in Q2 2026, an estimated $528K.
Capital Group New Geography Equity ETF made up 0.17% of Clear Creek Financial Management's portfolio in Q2 2026, its #137 holding.
Clear Creek Financial Management 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 Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.