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

Root Financial 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
2026 Q3	$8.89K	Buy	+244	New	+$8.88K	﹤0.01%	1972

Other funds holding CGNG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Capital Group Private Client Services Los Angeles, California $7.08B AUM 18.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Root Financial Partners's CGNG Position: Q3 2026 in Review

Root Financial Partners opened a new position in Capital Group New Geography Equity ETF (CGNG) in Q3 2026: 244 shares worth $8.89K. The stake represents ﹤0.01% of the portfolio and ranks #1972 among its holdings.

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

Root Financial Partners held 244 shares of Capital Group New Geography Equity ETF worth $8.89K as of Q3 2026.
Capital Group New Geography Equity ETF was a new Root Financial Partners position in Q3 2026.
Capital Group New Geography Equity ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1972 holding.
249 funds tracked by Wall St. Rank held Capital Group New Geography Equity ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.