EQ Wealth Advisors’s Capital Group New Geography Equity ETF CGNG Stock Holding History

EQ Wealth Advisors’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	$1.2M	Buy	32,080 +950	+3%	+$33.7K	0.66%	28
2026 Q1	$983K	Buy	31,130 +2,817	+10%	+$93.5K	0.57%	28
2025 Q4	$904K	Buy	28,313 +2,473	+10%	+$78K	0.53%	27
2025 Q3	$798K	Buy	25,840 +1,149	+5%	+$33.9K	0.52%	27
2025 Q2	$711K	Buy	24,691 +3,942	+19%	+$104K	0.48%	28
2025 Q1	$522K	Buy	20,749 +8,626	+71%	+$220K	0.42%	29
2024 Q4	$300K	Buy	+12,123	New	+$311K	0.29%	38

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

EQ Wealth Advisors's CGNG Position: Q2 2026 in Review

EQ Wealth Advisors increased its Capital Group New Geography Equity ETF (CGNG) stake by 3.1% in Q2 2026, buying an estimated $33.7K and bringing the position to 32,080 shares worth $1.2M. The position accounts for 0.66% of the portfolio, ranked #28.

EQ Wealth Advisors first reported a position in CGNG in Q4 2024 and has held it in 7 quarters since. 246 funds tracked by Wall St. Rank hold CGNG as of Q2 2026.

EQ Wealth Advisors held 32,080 shares of Capital Group New Geography Equity ETF worth $1.2M as of Q2 2026.
EQ Wealth Advisors bought 950 Capital Group New Geography Equity ETF shares in Q2 2026, an estimated $33.7K.
Capital Group New Geography Equity ETF made up 0.66% of EQ Wealth Advisors's portfolio in Q2 2026, its #28 holding.
EQ Wealth Advisors first reported a position in Capital Group New Geography Equity ETF in Q4 2024 and has held it in 7 quarters since.
246 funds tracked by Wall St. Rank held Capital Group New Geography Equity ETF as of Q2 2026.

Based on EQ Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.