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

Key Financial Inc’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	$674	Buy	+18	New	+$639	﹤0.01%	1241

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

Key Financial Inc's CGNG Position: Q2 2026 in Review

Key Financial Inc opened a new position in Capital Group New Geography Equity ETF (CGNG) in Q2 2026: 18 shares worth $674. The stake represents ﹤0.01% of the portfolio and ranks #1241 among its holdings.

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

Key Financial Inc held 18 shares of Capital Group New Geography Equity ETF worth $674 as of Q2 2026.
Capital Group New Geography Equity ETF was a new Key Financial Inc position in Q2 2026.
Capital Group New Geography Equity ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1241 holding.
246 funds tracked by Wall St. Rank held Capital Group New Geography Equity ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.