SARD WEALTH MANAGEMENT GROUP, LLC
Position in CGNG — Capital Group New Geography Equity ETF
CIK 2010095
ATLANTA, GA
All Filings in CGNG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $742,157 | 19,812 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $271,344 | 8,595 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $274,438 | 8,595 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $214,353 | 6,937 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||