CPWM
CGNG

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

Cypress Point 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
Q2 		$2.17M Buy
57,930
+6,549
+13% +$232K 0.44% 38
2026
Q1 		$1.62M Buy
51,381
+23,238
+83% +$771K 0.35% 41
2025
Q4 		$899K Buy
28,143
+7,065
+34% +$223K 0.2% 48
2025
Q3 		$651K Buy
21,078
+9,528
+82% +$281K 0.13% 51
2025
Q2 		$333K Buy
+11,550
New +$305K 0.08% 67

Other funds holding CGNG

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LCC
Lincoln Capital Corp East Greenwich, Rhode Island $308M AUM 24.88% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
NWMG
National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
SWM
Selby Wealth Management Emeryville, California $282M AUM

Cypress Point Wealth Management's CGNG Position: Q2 2026 in Review

Cypress Point Wealth Management increased its Capital Group New Geography Equity ETF (CGNG) stake by 13% in Q2 2026, buying an estimated $232K and bringing the position to 57,930 shares worth $2.17M. The position accounts for 0.44% of the portfolio, ranked #38.

Cypress Point Wealth Management first reported a position in CGNG in Q2 2025 and has held it in 5 quarters since. 40 funds tracked by Wall St. Rank hold CGNG as of Q2 2026.

  • Cypress Point Wealth Management held 57,930 shares of Capital Group New Geography Equity ETF worth $2.17M as of Q2 2026.
  • Cypress Point Wealth Management bought 6,549 Capital Group New Geography Equity ETF shares in Q2 2026, an estimated $232K.
  • Capital Group New Geography Equity ETF made up 0.44% of Cypress Point Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Cypress Point Wealth Management first reported a position in Capital Group New Geography Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 40 funds tracked by Wall St. Rank held Capital Group New Geography Equity ETF as of Q2 2026.

Based on Cypress Point Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.