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BFC Planning, Inc.’s Capital Group New Geography Equity ETF CGNG Stock Holding History

BFC Planning, Inc.’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 		$559K Buy
14,914
+410
+3% +$14.5K 0.02% 575
2026
Q1 		$458K Sell
14,504
-19,850
-58% -$659K 0.02% 597
2025
Q4 		$1.1M Buy
34,354
+20,554
+149% +$649K 0.05% 347
2025
Q3 		$426K Buy
+13,800
New +$407K 0.03% 427

Other funds holding CGNG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Capital Group Private Client Services
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Benjamin Edwards Inc
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

BFC Planning, Inc.'s CGNG Position: Q2 2026 in Review

BFC Planning, Inc. increased its Capital Group New Geography Equity ETF (CGNG) stake by 2.8% in Q2 2026, buying an estimated $14.5K and bringing the position to 14,914 shares worth $559K. The position accounts for 0.02% of the portfolio, ranked #575.

BFC Planning, Inc. first reported a position in CGNG in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.1M in Q4 2025. 247 funds tracked by Wall St. Rank hold CGNG as of Q2 2026.

  • BFC Planning, Inc. held 14,914 shares of Capital Group New Geography Equity ETF worth $559K as of Q2 2026.
  • BFC Planning, Inc. bought 410 Capital Group New Geography Equity ETF shares in Q2 2026, an estimated $14.5K.
  • Capital Group New Geography Equity ETF made up 0.02% of BFC Planning, Inc.'s portfolio in Q2 2026, its #575 holding.
  • BFC Planning, Inc. first reported a position in Capital Group New Geography Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • BFC Planning, Inc.'s Capital Group New Geography Equity ETF position peaked at $1.1M in Q4 2025.
  • 247 funds tracked by Wall St. Rank held Capital Group New Geography Equity ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.