DAS
CGNG

Dynamic Advisor Solutions’s Capital Group New Geography Equity ETF CGNG Stock Holding History

Dynamic Advisor Solutions’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 		$1.29M Buy
34,350
+142
+0.4% +$5.04K 0.04% 428
2026
Q1 		$1.08M Buy
34,208
+2,635
+8% +$87.5K 0.03% 441
2025
Q4 		$1.01M Buy
+31,573
New +$996K 0.03% 456

Other funds holding CGNG

CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 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

Dynamic Advisor Solutions's CGNG Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Capital Group New Geography Equity ETF (CGNG) stake by 0.42% in Q2 2026, buying an estimated $5.04K and bringing the position to 34,350 shares worth $1.29M. The position accounts for 0.04% of the portfolio, ranked #428.

Dynamic Advisor Solutions first reported a position in CGNG in Q4 2025 and has held it in 3 quarters since. 59 funds tracked by Wall St. Rank hold CGNG as of Q2 2026.

  • Dynamic Advisor Solutions held 34,350 shares of Capital Group New Geography Equity ETF worth $1.29M as of Q2 2026.
  • Dynamic Advisor Solutions bought 142 Capital Group New Geography Equity ETF shares in Q2 2026, an estimated $5.04K.
  • Capital Group New Geography Equity ETF made up 0.04% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #428 holding.
  • Dynamic Advisor Solutions first reported a position in Capital Group New Geography Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 59 funds tracked by Wall St. Rank held Capital Group New Geography Equity ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.