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

KWB Wealth’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	$11.6M	Buy	+318,875	New	+$11.6M	0.99%	29

Other funds holding CGNG

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

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

Sentinel Advisory Group Middleton, Wisconsin $245M AUM

Lincoln Capital Corp East Greenwich, Rhode Island $306M AUM 16.84% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

KWB Wealth's CGNG Position: Q3 2026 in Review

KWB Wealth opened a new position in Capital Group New Geography Equity ETF (CGNG) in Q3 2026: 318,875 shares worth $11.6M. The stake represents 0.99% of the portfolio and ranks #29 among its holdings.

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

KWB Wealth held 318,875 shares of Capital Group New Geography Equity ETF worth $11.6M as of Q3 2026.
Capital Group New Geography Equity ETF was a new KWB Wealth position in Q3 2026.
Capital Group New Geography Equity ETF made up 0.99% of KWB Wealth's portfolio in Q3 2026, its #29 holding.
79 funds tracked by Wall St. Rank held Capital Group New Geography Equity ETF as of Q3 2026.

Based on KWB Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.