Main Street Financial Solutions’s Capital Group New Geography Equity ETF CGNG Stock Holding History

Main Street Financial Solutions’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	$1.74M	Sell	46,483 -470	-1%	-$16.7K	0.11%	169
2026 Q1	$1.48M	Buy	46,953 +18,459	+65%	+$613K	0.11%	175
2025 Q4	$910K	Buy	28,494 +16,223	+132%	+$512K	0.07%	241
2025 Q3	$379K	Buy	+12,271	New	+$362K	0.02%	447

Other funds holding CGNG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

BEI

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Main Street Financial Solutions's CGNG Position: Q2 2026 in Review

Main Street Financial Solutions reduced its Capital Group New Geography Equity ETF (CGNG) stake by 1% in Q2 2026, selling an estimated $16.7K and leaving 46,483 shares worth $1.74M. The position accounts for 0.11% of the portfolio, ranked #169.

Main Street Financial Solutions first reported a position in CGNG in Q3 2025 and has held it in 4 quarters since. 246 funds tracked by Wall St. Rank hold CGNG as of Q2 2026.

Main Street Financial Solutions held 46,483 shares of Capital Group New Geography Equity ETF worth $1.74M as of Q2 2026.
Main Street Financial Solutions sold 470 Capital Group New Geography Equity ETF shares in Q2 2026, an estimated $16.7K.
Capital Group New Geography Equity ETF made up 0.11% of Main Street Financial Solutions's portfolio in Q2 2026, its #169 holding.
Main Street Financial Solutions first reported a position in Capital Group New Geography Equity ETF in Q3 2025 and has held it in 4 quarters since.
246 funds tracked by Wall St. Rank held Capital Group New Geography Equity ETF as of Q2 2026.

Based on Main Street Financial Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.