KWM
CGNG

Kingsview Wealth Management’s Capital Group New Geography Equity ETF CGNG Stock Holding History

Kingsview Wealth Management’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
Q1 		$3.46M Buy
109,707
+4,263
+4% +$142K 0.05% 381
2025
Q4 		$3.37M Buy
105,444
+38,990
+59% +$1.23M 0.05% 364
2025
Q3 		$2.05M Buy
66,454
+44,765
+206% +$1.32M 0.03% 445
2025
Q2 		$625K Buy
21,689
+758
+4% +$20K 0.01% 695
2025
Q1 		$527K Buy
20,931
+4,653
+29% +$119K 0.01% 710
2024
Q4 		$403K Buy
16,278
+710
+5% +$18.2K 0.01% 808
2024
Q3 		$412K Buy
+15,568
New +$391K 0.01% 777

Other funds holding CGNG

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return