SEIA
CGNG

Signature Estate & Investment Advisors’s Capital Group New Geography Equity ETF CGNG Stock Holding History

Signature Estate & 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
Q2 		$800K Sell
21,369
-290
-1% -$10.3K 0.01% 332
2026
Q1 		$684K Buy
+21,659
New +$719K 0.01% 357

Other funds holding CGNG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Signature Estate & Investment Advisors's CGNG Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its Capital Group New Geography Equity ETF (CGNG) stake by 1.3% in Q2 2026, selling an estimated $10.3K and leaving 21,369 shares worth $800K. The position accounts for 0.01% of the portfolio, ranked #332.

Signature Estate & Investment Advisors first reported a position in CGNG in Q1 2026 and has held it in 2 quarters since. 157 funds tracked by Wall St. Rank hold CGNG as of Q2 2026.

  • Signature Estate & Investment Advisors held 21,369 shares of Capital Group New Geography Equity ETF worth $800K as of Q2 2026.
  • Signature Estate & Investment Advisors sold 290 Capital Group New Geography Equity ETF shares in Q2 2026, an estimated $10.3K.
  • Capital Group New Geography Equity ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #332 holding.
  • Signature Estate & Investment Advisors first reported a position in Capital Group New Geography Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 157 funds tracked by Wall St. Rank held Capital Group New Geography Equity ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.