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 Q3	$1.58M	Buy	43,424 +9,231	+27%	+$336K	0.38%	64
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

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

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 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

Presper Financial Architects Akron, Ohio $179M AUM 14.24% 1-Year Est. Return

LongView Wealth Management's CGNG Position: Q3 2026 in Review

LongView Wealth Management increased its Capital Group New Geography Equity ETF (CGNG) stake by 27% in Q3 2026, buying an estimated $336K and bringing the position to 43,424 shares worth $1.58M. The position accounts for 0.38% of the portfolio, ranked #64.

LongView Wealth Management first reported a position in CGNG in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.71M in Q4 2025. 177 funds tracked by Wall St. Rank hold CGNG as of Q3 2026.

LongView Wealth Management held 43,424 shares of Capital Group New Geography Equity ETF worth $1.58M as of Q3 2026.
LongView Wealth Management bought 9,231 Capital Group New Geography Equity ETF shares in Q3 2026, an estimated $336K.
Capital Group New Geography Equity ETF made up 0.38% of LongView Wealth Management's portfolio in Q3 2026, its #64 holding.
LongView Wealth Management first reported a position in Capital Group New Geography Equity ETF in Q4 2024 and has held it in 8 quarters since.
LongView Wealth Management's Capital Group New Geography Equity ETF position peaked at $1.71M in Q4 2025.
177 funds tracked by Wall St. Rank held Capital Group New Geography Equity ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.