SWM
CGNG

Spire Wealth Management’s Capital Group New Geography Equity ETF CGNG Stock Holding History

Spire Wealth Management’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 		$336K Hold
8,962
– – 0.01% 646
2026
Q1 		$283K Hold
8,962
– – 0.01% 690
2025
Q4 		$286K Buy
8,962
+60
+0.7% +$1.89K 0.01% 695
2025
Q3 		$275K Buy
+8,902
New +$263K 0.01% 696

Other funds holding CGNG

MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LCC
Lincoln Capital Corp East Greenwich, Rhode Island $308M AUM 24.88% 1-Year Est. Return
EL
EWA LLC Pittsbugh, Pennsylvania $548M AUM 35.14% 1-Year Est. Return
LF
Lantz Financial Naperville, Illinois $546M AUM 23.57% 1-Year Est. Return
NWMG
National Wealth Management Group Cincinnati, Ohio $323M AUM 39.23% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return
SWM
Selby Wealth Management Emeryville, California $282M AUM

Spire Wealth Management's CGNG Position: Q2 2026 in Review

Spire Wealth Management held its Capital Group New Geography Equity ETF (CGNG) position steady in Q2 2026 at 8,962 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #646.

Spire Wealth Management first reported a position in CGNG in Q3 2025 and has held it in 4 quarters since. 40 funds tracked by Wall St. Rank hold CGNG as of Q2 2026.

  • Spire Wealth Management held 8,962 shares of Capital Group New Geography Equity ETF worth $336K as of Q2 2026.
  • Spire Wealth Management left its Capital Group New Geography Equity ETF share count unchanged in Q2 2026.
  • Capital Group New Geography Equity ETF made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #646 holding.
  • Spire Wealth Management first reported a position in Capital Group New Geography Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 40 funds tracked by Wall St. Rank held Capital Group New Geography Equity ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.