FHC
CGNG icon

First Heartland Consultants’s Capital Group New Geography Equity ETF CGNG Stock Holding History

First Heartland Consultants’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
Q3 		$625K Buy
17,153
+1,332
+8% +$48.5K 0.04% 293
2026
Q2 		$593K Buy
15,821
+1,082
+7% +$38.4K 0.04% 295
2026
Q1 		$465K Sell
14,739
-58,954
-80% -$1.96M 0.04% 297
2025
Q4 		$2.35M Buy
+73,693
New +$2.33M 0.18% 108

Other funds holding CGNG

SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
CNTOF
Canandaigua National Trust of Florida Canandaigua, New York $181M AUM
MW
Merited Wealth North Bay Village, Florida $144M AUM 10.66% 1-Year Est. Return
AWM
Avaii Wealth Management Appleton, Wisconsin $348M AUM 25.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

First Heartland Consultants's CGNG Position: Q3 2026 in Review

First Heartland Consultants increased its Capital Group New Geography Equity ETF (CGNG) stake by 8.4% in Q3 2026, buying an estimated $48.5K and bringing the position to 17,153 shares worth $625K. The position accounts for 0.04% of the portfolio, ranked #293.

First Heartland Consultants first reported a position in CGNG in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.35M in Q4 2025. 12 funds tracked by Wall St. Rank hold CGNG as of Q3 2026.

  • First Heartland Consultants held 17,153 shares of Capital Group New Geography Equity ETF worth $625K as of Q3 2026.
  • First Heartland Consultants bought 1,332 Capital Group New Geography Equity ETF shares in Q3 2026, an estimated $48.5K.
  • Capital Group New Geography Equity ETF made up 0.04% of First Heartland Consultants's portfolio in Q3 2026, its #293 holding.
  • First Heartland Consultants first reported a position in Capital Group New Geography Equity ETF in Q4 2025 and has held it in 4 quarters since.
  • First Heartland Consultants's Capital Group New Geography Equity ETF position peaked at $2.35M in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Capital Group New Geography Equity ETF as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.