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TrueNorth Wealth & Impact, LLC’s Capital Group New Geography Equity ETF CGNG Stock Holding History

TrueNorth Wealth & Impact, LLC’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 		$2.92M Buy
+79,980
New +$2.91M 1.11% 22

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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Capital Group Private Client Services
Capital Group Private Client Services Los Angeles, California $7.08B AUM 18.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Benjamin Edwards Inc
Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

TrueNorth Wealth & Impact, LLC's CGNG Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in Capital Group New Geography Equity ETF (CGNG) in Q3 2026: 79,980 shares worth $2.92M. The stake represents 1.11% of the portfolio and ranks #22 among its holdings.

249 funds tracked by Wall St. Rank hold CGNG as of Q3 2026.

  • TrueNorth Wealth & Impact, LLC held 79,980 shares of Capital Group New Geography Equity ETF worth $2.92M as of Q3 2026.
  • Capital Group New Geography Equity ETF was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
  • Capital Group New Geography Equity ETF made up 1.11% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #22 holding.
  • 249 funds tracked by Wall St. Rank held Capital Group New Geography Equity ETF as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.