NRW
CGNG

Nova R Wealth’s Capital Group New Geography Equity ETF CGNG Stock Holding History

Nova R Wealth’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 		$763K Buy
20,358
+409
+2% +$14.5K 0.22% 50
2026
Q1 		$630K Buy
19,949
+3,128
+19% +$104K 0.2% 55
2025
Q4 		$537K Sell
16,821
-5,614
-25% -$177K 0.2% 58
2025
Q3 		$693K Buy
22,435
+5,469
+32% +$161K 0.29% 46
2025
Q2 		$489K Buy
+16,966
New +$449K 0.23% 55

Other funds holding CGNG

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LCC
Lincoln Capital Corp East Greenwich, Rhode Island $308M AUM 24.88% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
NWMG
National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
SWM
Selby Wealth Management Emeryville, California $282M AUM

Nova R Wealth's CGNG Position: Q2 2026 in Review

Nova R Wealth increased its Capital Group New Geography Equity ETF (CGNG) stake by 2.1% in Q2 2026, buying an estimated $14.5K and bringing the position to 20,358 shares worth $763K. The position accounts for 0.22% of the portfolio, ranked #50.

Nova R Wealth first reported a position in CGNG in Q2 2025 and has held it in 5 quarters since. 40 funds tracked by Wall St. Rank hold CGNG as of Q2 2026.

  • Nova R Wealth held 20,358 shares of Capital Group New Geography Equity ETF worth $763K as of Q2 2026.
  • Nova R Wealth bought 409 Capital Group New Geography Equity ETF shares in Q2 2026, an estimated $14.5K.
  • Capital Group New Geography Equity ETF made up 0.22% of Nova R Wealth's portfolio in Q2 2026, its #50 holding.
  • Nova R Wealth first reported a position in Capital Group New Geography Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 40 funds tracked by Wall St. Rank held Capital Group New Geography Equity ETF as of Q2 2026.

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