Code Waechter’s Capital Group New Geography Equity ETF CGNG Stock Holding History

Code Waechter’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 Q1	$5M	Buy	+158,239	New	+$5.25M	2.97%	8

Other funds holding CGNG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Code Waechter's CGNG Position: Q1 2026 in Review

Code Waechter opened a new position in Capital Group New Geography Equity ETF (CGNG) in Q1 2026: 158,239 shares worth $5M. The stake represents 2.97% of the portfolio and ranks #8 among its holdings.

219 funds tracked by Wall St. Rank hold CGNG as of Q1 2026.

Code Waechter held 158,239 shares of Capital Group New Geography Equity ETF worth $5M as of Q1 2026.
Capital Group New Geography Equity ETF was a new Code Waechter position in Q1 2026.
Capital Group New Geography Equity ETF made up 2.97% of Code Waechter's portfolio in Q1 2026, its #8 holding.
219 funds tracked by Wall St. Rank held Capital Group New Geography Equity ETF as of Q1 2026.

Based on Code Waechter's 13F filing for Q1 2026, filed 15 Apr 2026.