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

Independent Financial Group’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	$2.78M	Buy	76,133 +9,850	+15%	+$359K	0.05%	368
2026 Q2	$2.48M	Buy	66,283 +15,937	+32%	+$565K	0.05%	387
2026 Q1	$1.59M	Buy	50,346 +8,410	+20%	+$279K	0.04%	468
2025 Q4	$1.34M	Buy	41,936 +5,061	+14%	+$160K	0.03%	524
2025 Q3	$1.14M	Buy	36,875 +23,281	+171%	+$687K	0.03%	564
2025 Q2	$392K	Buy	+13,594	New	+$359K	0.01%	891

Other funds holding CGNG

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LCC

Lincoln Capital Corp East Greenwich, Rhode Island $306M AUM 16.84% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return

SCFS

Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Independent Financial Group's CGNG Position: Q3 2026 in Review

Independent Financial Group increased its Capital Group New Geography Equity ETF (CGNG) stake by 15% in Q3 2026, buying an estimated $359K and bringing the position to 76,133 shares worth $2.78M. The position accounts for 0.05% of the portfolio, ranked #368.

Independent Financial Group first reported a position in CGNG in Q2 2025 and has held it in 6 quarters since. 20 funds tracked by Wall St. Rank hold CGNG as of Q3 2026.

Independent Financial Group held 76,133 shares of Capital Group New Geography Equity ETF worth $2.78M as of Q3 2026.
Independent Financial Group bought 9,850 Capital Group New Geography Equity ETF shares in Q3 2026, an estimated $359K.
Capital Group New Geography Equity ETF made up 0.05% of Independent Financial Group's portfolio in Q3 2026, its #368 holding.
Independent Financial Group first reported a position in Capital Group New Geography Equity ETF in Q2 2025 and has held it in 6 quarters since.
20 funds tracked by Wall St. Rank held Capital Group New Geography Equity ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.