Koshinski Asset Management
CGNG

Koshinski Asset Management’s Capital Group New Geography Equity ETF CGNG Stock Holding History

Koshinski Asset 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 		$630K Buy
19,946
+5,126
+35% +$170K 0.04% 378
2025
Q4 		$473K Buy
14,820
+5,928
+67% +$187K 0.03% 441
2025
Q3 		$275K Buy
+8,892
New +$262K 0.02% 594

Other funds holding CGNG

LPL Financial
LPL Financial San Diego, California $377B 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 $530B 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

Koshinski Asset Management's CGNG Position: Q1 2026 in Review

Koshinski Asset Management increased its Capital Group New Geography Equity ETF (CGNG) stake by 35% in Q1 2026, buying an estimated $170K and bringing the position to 19,946 shares worth $630K. The position accounts for 0.04% of the portfolio, ranked #378.

Koshinski Asset Management first reported a position in CGNG in Q3 2025 and has held it in 3 quarters since. 219 funds tracked by Wall St. Rank hold CGNG as of Q1 2026.

  • Koshinski Asset Management held 19,946 shares of Capital Group New Geography Equity ETF worth $630K as of Q1 2026.
  • Koshinski Asset Management bought 5,126 Capital Group New Geography Equity ETF shares in Q1 2026, an estimated $170K.
  • Capital Group New Geography Equity ETF made up 0.04% of Koshinski Asset Management's portfolio in Q1 2026, its #378 holding.
  • Koshinski Asset Management first reported a position in Capital Group New Geography Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 219 funds tracked by Wall St. Rank held Capital Group New Geography Equity ETF as of Q1 2026.

Based on Koshinski Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.