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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
Q3 		$2.88M Buy
78,949
+5,375
+7% +$196K 0.33% 63
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LCC
Lincoln Capital Corp East Greenwich, Rhode Island $306M AUM 16.84% 1-Year Est. Return
NFS
NewCorp Financial Services Alpharetta, Georgia $132M AUM 8.15% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
LWM
Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return

Lineweaver Wealth Advisors's CGNG Position: Q3 2026 in Review

Lineweaver Wealth Advisors increased its Capital Group New Geography Equity ETF (CGNG) stake by 7.3% in Q3 2026, buying an estimated $196K and bringing the position to 78,949 shares worth $2.88M. The position accounts for 0.33% of the portfolio, ranked #63.

Lineweaver Wealth Advisors first reported a position in CGNG in Q1 2026 and has held it in 3 quarters since. 22 funds tracked by Wall St. Rank hold CGNG as of Q3 2026.

  • Lineweaver Wealth Advisors held 78,949 shares of Capital Group New Geography Equity ETF worth $2.88M as of Q3 2026.
  • Lineweaver Wealth Advisors bought 5,375 Capital Group New Geography Equity ETF shares in Q3 2026, an estimated $196K.
  • Capital Group New Geography Equity ETF made up 0.33% of Lineweaver Wealth Advisors's portfolio in Q3 2026, its #63 holding.
  • Lineweaver Wealth Advisors first reported a position in Capital Group New Geography Equity ETF in Q1 2026 and has held it in 3 quarters since.
  • 22 funds tracked by Wall St. Rank held Capital Group New Geography Equity ETF as of Q3 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.