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 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

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

Independent Financial Group's CGNG Position: Q2 2026 in Review

Independent Financial Group increased its Capital Group New Geography Equity ETF (CGNG) stake by 32% in Q2 2026, buying an estimated $565K and bringing the position to 66,283 shares worth $2.48M. The position accounts for 0.05% of the portfolio, ranked #387.

Independent Financial Group 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.

Independent Financial Group held 66,283 shares of Capital Group New Geography Equity ETF worth $2.48M as of Q2 2026.
Independent Financial Group bought 15,937 Capital Group New Geography Equity ETF shares in Q2 2026, an estimated $565K.
Capital Group New Geography Equity ETF made up 0.05% of Independent Financial Group's portfolio in Q2 2026, its #387 holding.
Independent Financial Group 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 Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.