Nations Financial Group’s Capital Group New Geography Equity ETF CGNG Stock Holding History

Nations Financial Group’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	$3.41M	Buy	91,044 +4,108	+5%	+$146K	0.16%	140
2026 Q1	$2.74M	Buy	86,936 +4,383	+5%	+$145K	0.14%	171
2025 Q4	$2.64M	Sell	82,553 -766	-0.9%	-$24.2K	0.14%	173
2025 Q3	$2.57M	Buy	83,319 +5,679	+7%	+$168K	0.16%	154
2025 Q2	$2.24M	Buy	77,640 +3,214	+4%	+$85K	0.15%	164
2025 Q1	$1.87M	Buy	74,426 +6,409	+9%	+$163K	0.14%	171
2024 Q4	$1.68M	Buy	+68,017	New	+$1.75M	0.12%	197

Other funds holding CGNG

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Nations Financial Group's CGNG Position: Q2 2026 in Review

Nations Financial Group increased its Capital Group New Geography Equity ETF (CGNG) stake by 4.7% in Q2 2026, buying an estimated $146K and bringing the position to 91,044 shares worth $3.41M. The position accounts for 0.16% of the portfolio, ranked #140.

Nations Financial Group first reported a position in CGNG in Q4 2024 and has held it in 7 quarters since. 246 funds tracked by Wall St. Rank hold CGNG as of Q2 2026.

Nations Financial Group held 91,044 shares of Capital Group New Geography Equity ETF worth $3.41M as of Q2 2026.
Nations Financial Group bought 4,108 Capital Group New Geography Equity ETF shares in Q2 2026, an estimated $146K.
Capital Group New Geography Equity ETF made up 0.16% of Nations Financial Group's portfolio in Q2 2026, its #140 holding.
Nations Financial Group first reported a position in Capital Group New Geography Equity ETF in Q4 2024 and has held it in 7 quarters since.
246 funds tracked by Wall St. Rank held Capital Group New Geography Equity ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.