Transamerica Financial Advisors’s Capital Group New Geography Equity ETF CGNG Stock Holding History

Transamerica Financial 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	$386K	Buy	10,315 +2,745	+36%	+$97.4K	0.03%	322
2026 Q1	$239K	Buy	7,570 +3,861	+104%	+$128K	0.02%	378
2025 Q4	$118K	Buy	3,709 +1,513	+69%	+$47.7K	0.01%	434
2025 Q3	$67.9K	Buy	+2,196	New	+$64.8K	0.01%	449

Other funds holding CGNG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Transamerica Financial Advisors's CGNG Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Capital Group New Geography Equity ETF (CGNG) stake by 36% in Q2 2026, buying an estimated $97.4K and bringing the position to 10,315 shares worth $386K. The position accounts for 0.03% of the portfolio, ranked #322.

Transamerica Financial Advisors first reported a position in CGNG in Q3 2025 and has held it in 4 quarters since. 246 funds tracked by Wall St. Rank hold CGNG as of Q2 2026.

Transamerica Financial Advisors held 10,315 shares of Capital Group New Geography Equity ETF worth $386K as of Q2 2026.
Transamerica Financial Advisors bought 2,745 Capital Group New Geography Equity ETF shares in Q2 2026, an estimated $97.4K.
Capital Group New Geography Equity ETF made up 0.03% of Transamerica Financial Advisors's portfolio in Q2 2026, its #322 holding.
Transamerica Financial Advisors first reported a position in Capital Group New Geography Equity ETF in Q3 2025 and has held it in 4 quarters since.
246 funds tracked by Wall St. Rank held Capital Group New Geography Equity ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.