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

EverSource 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	$84.9K	Buy	2,266 +15	+0.7%	+$532	﹤0.01%	1465
2026 Q1	$71.1K	Hold	2,251	–	–	﹤0.01%	1645
2025 Q4	$71.9K	Buy	2,251 +2,203	+4,590%	+$69.5K	﹤0.01%	1492
2025 Q3	$1.48K	Hold	48	–	–	﹤0.01%	3632
2025 Q2	$1.38K	Hold	48	–	–	﹤0.01%	3634
2025 Q1	$1.2K	Buy	+48	New	+$1.22K	﹤0.01%	3159

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

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

EverSource Wealth Advisors increased its Capital Group New Geography Equity ETF (CGNG) stake by 0.67% in Q2 2026, buying an estimated $532 and bringing the position to 2,266 shares worth $84.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1465.

EverSource Wealth Advisors first reported a position in CGNG in Q1 2025 and has held it in 6 quarters since. 246 funds tracked by Wall St. Rank hold CGNG as of Q2 2026.

EverSource Wealth Advisors held 2,266 shares of Capital Group New Geography Equity ETF worth $84.9K as of Q2 2026.
EverSource Wealth Advisors bought 15 Capital Group New Geography Equity ETF shares in Q2 2026, an estimated $532.
Capital Group New Geography Equity ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1465 holding.
EverSource Wealth Advisors first reported a position in Capital Group New Geography Equity ETF in Q1 2025 and has held it in 6 quarters since.
246 funds tracked by Wall St. Rank held Capital Group New Geography Equity ETF as of Q2 2026.

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