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Realta Investment Advisors’s Capital Group New Geography Equity ETF CGNG Stock Holding History

Realta Investment Advisors’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
Q3 		– Sell
-6,316
Closed -$237K – 417
2026
Q2 		$237K Buy
+6,316
New +$224K 0.07% 196

Other funds holding CGNG

JBA
Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LCC
Lincoln Capital Corp East Greenwich, Rhode Island $306M AUM 16.84% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
NFS
NewCorp Financial Services Alpharetta, Georgia $132M AUM 8.15% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return

Realta Investment Advisors's CGNG Position: Q3 2026 in Review

Realta Investment Advisors sold out of Capital Group New Geography Equity ETF (CGNG) in Q3 2026, closing a stake of 6,316 shares — an estimated $237K sold.

Realta Investment Advisors first reported a position in CGNG in Q2 2026 and held it in 1 quarter. The position peaked at $237K in Q2 2026. 32 funds tracked by Wall St. Rank hold CGNG as of Q3 2026.

  • Realta Investment Advisors reported no remaining Capital Group New Geography Equity ETF position as of Q3 2026 after selling out during the quarter.
  • Realta Investment Advisors sold 6,316 Capital Group New Geography Equity ETF shares in Q3 2026, an estimated $237K.
  • Realta Investment Advisors first reported a position in Capital Group New Geography Equity ETF in Q2 2026 and held it in 1 quarter.
  • Realta Investment Advisors's Capital Group New Geography Equity ETF position peaked at $237K in Q2 2026.
  • 32 funds tracked by Wall St. Rank held Capital Group New Geography Equity ETF as of Q3 2026.

Based on Realta Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.