LWA
CGNG

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

Lineweaver Wealth Advisors’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 		$2.76M Buy
73,574
+13,350
+22% +$474K 0.33% 70
2026
Q1 		$1.9M Buy
+60,224
New +$2M 0.26% 82

Other funds holding CGNG

LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 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
SWM
Selby Wealth Management Emeryville, California $282M AUM
SCFS
Stewardship Concepts Financial Services Spokane, Washington $149M AUM
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
CWM
Clearview Wealth Management Irvine, California $156M AUM
WMA
William Mack & Associates Troy, Michigan $284M AUM 19.06% 1-Year Est. Return