MPWT
CGNG

MassMutual Private Wealth & Trust’s Capital Group New Geography Equity ETF CGNG Stock Holding History

MassMutual Private Wealth & Trust’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 		– Sell
-105
Closed -$3.31K – 2511
2026
Q1 		$3.31K Buy
+105
New +$3.48K ﹤0.01% 1822

Other funds holding CGNG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $4.34B AUM 17.55% 1-Year Est. Return
PIA
Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

MassMutual Private Wealth & Trust's CGNG Position: Q2 2026 in Review

MassMutual Private Wealth & Trust sold out of Capital Group New Geography Equity ETF (CGNG) in Q2 2026, closing a stake of 105 shares — an estimated $3.31K sold.

MassMutual Private Wealth & Trust first reported a position in CGNG in Q1 2026 and held it in 1 quarter. The position peaked at $3.31K in Q1 2026. 147 funds tracked by Wall St. Rank hold CGNG as of Q2 2026.

  • MassMutual Private Wealth & Trust reported no remaining Capital Group New Geography Equity ETF position as of Q2 2026 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 105 Capital Group New Geography Equity ETF shares in Q2 2026, an estimated $3.31K.
  • MassMutual Private Wealth & Trust first reported a position in Capital Group New Geography Equity ETF in Q1 2026 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's Capital Group New Geography Equity ETF position peaked at $3.31K in Q1 2026.
  • 147 funds tracked by Wall St. Rank held Capital Group New Geography Equity ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.