Cornerstone Wealth Management’s Capital Group New Geography Equity ETF CGNG Stock Holding History

Cornerstone Wealth 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 Q3	$1.34M	Buy	36,757 +5,742	+19%	+$209K	0.06%	283
2026 Q2	$1.16M	Buy	31,015 +12,440	+67%	+$441K	0.05%	313
2026 Q1	$586K	Buy	18,575 +4,300	+30%	+$143K	0.03%	409
2025 Q4	$456K	Buy	+14,275	New	+$450K	0.02%	446

Other funds holding CGNG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Presper Financial Architects Akron, Ohio $179M AUM 14.24% 1-Year Est. Return

Cornerstone Wealth Management's CGNG Position: Q3 2026 in Review

Cornerstone Wealth Management increased its Capital Group New Geography Equity ETF (CGNG) stake by 19% in Q3 2026, buying an estimated $209K and bringing the position to 36,757 shares worth $1.34M. The position accounts for 0.06% of the portfolio, ranked #283.

Cornerstone Wealth Management first reported a position in CGNG in Q4 2025 and has held it in 4 quarters since. 177 funds tracked by Wall St. Rank hold CGNG as of Q3 2026.

Cornerstone Wealth Management held 36,757 shares of Capital Group New Geography Equity ETF worth $1.34M as of Q3 2026.
Cornerstone Wealth Management bought 5,742 Capital Group New Geography Equity ETF shares in Q3 2026, an estimated $209K.
Capital Group New Geography Equity ETF made up 0.06% of Cornerstone Wealth Management's portfolio in Q3 2026, its #283 holding.
Cornerstone Wealth Management first reported a position in Capital Group New Geography Equity ETF in Q4 2025 and has held it in 4 quarters since.
177 funds tracked by Wall St. Rank held Capital Group New Geography Equity ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.