QFPL
CGNG

QUANTUM FINANCIAL PARTNERS LLC’s Capital Group New Geography Equity ETF CGNG Stock Holding History

QUANTUM FINANCIAL PARTNERS LLC’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 		$881K Buy
+23,515
New +$834K 0.45% 51

Other funds holding CGNG

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LCC
Lincoln Capital Corp East Greenwich, Rhode Island $308M AUM 24.88% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
NWMG
National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

QUANTUM FINANCIAL PARTNERS LLC's CGNG Position: Q2 2026 in Review

QUANTUM FINANCIAL PARTNERS LLC opened a new position in Capital Group New Geography Equity ETF (CGNG) in Q2 2026: 23,515 shares worth $881K. The stake represents 0.45% of the portfolio and ranks #51 among its holdings.

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

  • QUANTUM FINANCIAL PARTNERS LLC held 23,515 shares of Capital Group New Geography Equity ETF worth $881K as of Q2 2026.
  • Capital Group New Geography Equity ETF was a new QUANTUM FINANCIAL PARTNERS LLC position in Q2 2026.
  • Capital Group New Geography Equity ETF made up 0.45% of QUANTUM FINANCIAL PARTNERS LLC's portfolio in Q2 2026, its #51 holding.
  • 53 funds tracked by Wall St. Rank held Capital Group New Geography Equity ETF as of Q2 2026.

Based on QUANTUM FINANCIAL PARTNERS LLC's 13F filing for Q2 2026, filed 20 Jul 2026.