Financial Life Planners’s Capital Group New Geography Equity ETF CGNG Stock Holding History

Financial Life Planners’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	–	Sell	-108	Closed	-$3.41K	–	368
2026 Q1	$3.41K	Buy	+108	New	+$3.58K	﹤0.01%	287

Other funds holding CGNG

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Life Planners's CGNG Position: Q2 2026 in Review

Financial Life Planners sold out of Capital Group New Geography Equity ETF (CGNG) in Q2 2026, closing a stake of 108 shares — an estimated $3.41K sold.

Financial Life Planners first reported a position in CGNG in Q1 2026 and held it in 1 quarter. The position peaked at $3.41K in Q1 2026. 117 funds tracked by Wall St. Rank hold CGNG as of Q2 2026.

Financial Life Planners reported no remaining Capital Group New Geography Equity ETF position as of Q2 2026 after selling out during the quarter.
Financial Life Planners sold 108 Capital Group New Geography Equity ETF shares in Q2 2026, an estimated $3.41K.
Financial Life Planners first reported a position in Capital Group New Geography Equity ETF in Q1 2026 and held it in 1 quarter.
Financial Life Planners's Capital Group New Geography Equity ETF position peaked at $3.41K in Q1 2026.
117 funds tracked by Wall St. Rank held Capital Group New Geography Equity ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.