HB Wealth Management’s Capital Group New Geography Equity ETF CGNG Stock Holding History

HB Wealth Management’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	$1.06M	Buy	+28,175	New	+$999K	0.01%	720

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

HB Wealth Management's CGNG Position: Q2 2026 in Review

HB Wealth Management opened a new position in Capital Group New Geography Equity ETF (CGNG) in Q2 2026: 28,175 shares worth $1.06M. The stake represents 0.01% of the portfolio and ranks #720 among its holdings.

246 funds tracked by Wall St. Rank hold CGNG as of Q2 2026.

HB Wealth Management held 28,175 shares of Capital Group New Geography Equity ETF worth $1.06M as of Q2 2026.
Capital Group New Geography Equity ETF was a new HB Wealth Management position in Q2 2026.
Capital Group New Geography Equity ETF made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #720 holding.
246 funds tracked by Wall St. Rank held Capital Group New Geography Equity ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.