Founders Financial Securities’s Capital Group New Geography Equity ETF CGNG Stock Holding History

Founders Financial Securities’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	$3.28M	Buy	87,453 +8,572	+11%	+$304K	0.17%	122
2026 Q1	$2.65M	Buy	78,881 +37,478	+91%	+$1.24M	0.15%	137
2025 Q4	$1.32M	Buy	41,403 +24,661	+147%	+$778K	0.08%	246
2025 Q3	$517K	Buy	16,742 +1,041	+7%	+$30.7K	0.04%	335
2025 Q2	$452K	Buy	+15,701	New	+$415K	0.03%	358

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

Founders Financial Securities's CGNG Position: Q2 2026 in Review

Founders Financial Securities increased its Capital Group New Geography Equity ETF (CGNG) stake by 11% in Q2 2026, buying an estimated $304K and bringing the position to 87,453 shares worth $3.28M. The position accounts for 0.17% of the portfolio, ranked #122.

Founders Financial Securities first reported a position in CGNG in Q2 2025 and has held it in 5 quarters since. 246 funds tracked by Wall St. Rank hold CGNG as of Q2 2026.

Founders Financial Securities held 87,453 shares of Capital Group New Geography Equity ETF worth $3.28M as of Q2 2026.
Founders Financial Securities bought 8,572 Capital Group New Geography Equity ETF shares in Q2 2026, an estimated $304K.
Capital Group New Geography Equity ETF made up 0.17% of Founders Financial Securities's portfolio in Q2 2026, its #122 holding.
Founders Financial Securities first reported a position in Capital Group New Geography Equity ETF in Q2 2025 and has held it in 5 quarters since.
246 funds tracked by Wall St. Rank held Capital Group New Geography Equity ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.