James T. Borello’s Capital Group New Geography Equity ETF CGNG Stock Holding History

James T. Borello’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	$36.3K	Buy	+996	New	+$36.3K	0.01%	292

Other funds holding CGNG

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Garrett Wealth Advisory Group Weatherford, Texas $659M AUM 19.79% 1-Year Est. Return

Petredis Investment Advisors Warrendale, Pennsylvania $1.53B AUM 42.2% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

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

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

KWB Wealth Redlands, California $1.17B AUM 11.71% 1-Year Est. Return

James T. Borello's CGNG Position: Q3 2026 in Review

James T. Borello opened a new position in Capital Group New Geography Equity ETF (CGNG) in Q3 2026: 996 shares worth $36.3K. The stake represents 0.01% of the portfolio and ranks #292 among its holdings.

126 funds tracked by Wall St. Rank hold CGNG as of Q3 2026.

James T. Borello held 996 shares of Capital Group New Geography Equity ETF worth $36.3K as of Q3 2026.
Capital Group New Geography Equity ETF was a new James T. Borello position in Q3 2026.
Capital Group New Geography Equity ETF made up 0.01% of James T. Borello's portfolio in Q3 2026, its #292 holding.
126 funds tracked by Wall St. Rank held Capital Group New Geography Equity ETF as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.