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

LongView 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 Q2	$1.28M	Sell	34,193 -6,483	-16%	-$230K	0.33%	70
2026 Q1	$1.41M	Sell	40,676 -10,220	-20%	-$339K	0.35%	63
2025 Q4	$1.71M	Buy	50,896 +19,368	+61%	+$611K	0.41%	56
2025 Q3	$974K	Buy	31,528 +12,179	+63%	+$359K	0.26%	78
2025 Q2	$557K	Sell	19,349 -2,998	-13%	-$79.3K	0.17%	110
2025 Q1	$562K	Buy	22,347 +3,829	+21%	+$97.6K	0.17%	108
2024 Q4	$459K	Buy	+18,518	New	+$476K	0.14%	122

Other funds holding CGNG

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

SAG

Sentinel Advisory Group Middleton, Wisconsin $245M AUM

LongView Wealth Management's CGNG Position: Q2 2026 in Review

LongView Wealth Management reduced its Capital Group New Geography Equity ETF (CGNG) stake by 16% in Q2 2026, selling an estimated $230K and leaving 34,193 shares worth $1.28M. The position accounts for 0.33% of the portfolio, ranked #70.

LongView Wealth Management first reported a position in CGNG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.71M in Q4 2025. 85 funds tracked by Wall St. Rank hold CGNG as of Q2 2026.

LongView Wealth Management held 34,193 shares of Capital Group New Geography Equity ETF worth $1.28M as of Q2 2026.
LongView Wealth Management sold 6,483 Capital Group New Geography Equity ETF shares in Q2 2026, an estimated $230K.
Capital Group New Geography Equity ETF made up 0.33% of LongView Wealth Management's portfolio in Q2 2026, its #70 holding.
LongView Wealth Management first reported a position in Capital Group New Geography Equity ETF in Q4 2024 and has held it in 7 quarters since.
LongView Wealth Management's Capital Group New Geography Equity ETF position peaked at $1.71M in Q4 2025.
85 funds tracked by Wall St. Rank held Capital Group New Geography Equity ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.