OP
CGNG

ORG Partners’s Capital Group New Geography Equity ETF CGNG Stock Holding History

ORG Partners’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
2025
Q4 		$548K Buy
17,148
+9,683
+130% +$306K 0.1% 185
2025
Q3 		$267K Buy
7,465
+2,509
+51% +$74K 0.05% 294
2025
Q2 		$142K Buy
4,956
+4,584
+1,232% +$121K 0.03% 372
2025
Q1 		$9.4K Buy
+372
New +$9.48K ﹤0.01% 810

Other funds holding CGNG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ORG Partners's CGNG Position: Q4 2025 in Review

ORG Partners increased its Capital Group New Geography Equity ETF (CGNG) stake by 130% in Q4 2025, buying an estimated $306K and bringing the position to 17,148 shares worth $548K. The position accounts for 0.1% of the portfolio, ranked #185.

ORG Partners first reported a position in CGNG in Q1 2025 and has held it in 4 quarters since. 190 funds tracked by Wall St. Rank hold CGNG as of Q4 2025.

  • ORG Partners held 17,148 shares of Capital Group New Geography Equity ETF worth $548K as of Q4 2025.
  • ORG Partners bought 9,683 Capital Group New Geography Equity ETF shares in Q4 2025, an estimated $306K.
  • Capital Group New Geography Equity ETF made up 0.1% of ORG Partners's portfolio in Q4 2025, its #185 holding.
  • ORG Partners first reported a position in Capital Group New Geography Equity ETF in Q1 2025 and has held it in 4 quarters since.
  • 190 funds tracked by Wall St. Rank held Capital Group New Geography Equity ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.