SGFG
CGNG

Silver Grove Financial Group’s Capital Group New Geography Equity ETF CGNG Stock Holding History

Silver Grove Financial Group’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 		$30K Buy
+800
New +$28.4K 0.02% 508

Other funds holding CGNG

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Envestnet Asset Management
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Silver Grove Financial Group's CGNG Position: Q2 2026 in Review

Silver Grove Financial Group opened a new position in Capital Group New Geography Equity ETF (CGNG) in Q2 2026: 800 shares worth $30K. The stake represents 0.02% of the portfolio and ranks #508 among its holdings.

246 funds tracked by Wall St. Rank hold CGNG as of Q2 2026.

  • Silver Grove Financial Group held 800 shares of Capital Group New Geography Equity ETF worth $30K as of Q2 2026.
  • Capital Group New Geography Equity ETF was a new Silver Grove Financial Group position in Q2 2026.
  • Capital Group New Geography Equity ETF made up 0.02% of Silver Grove Financial Group's portfolio in Q2 2026, its #508 holding.
  • 246 funds tracked by Wall St. Rank held Capital Group New Geography Equity ETF as of Q2 2026.

Based on Silver Grove Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.