SilverOak Wealth Management LLC
Position in CGNG — Capital Group New Geography Equity ETF
CIK 1764766
Edina, MN
Position in CGNG
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$9,393,590
+$414,364 QoQ
Shares Held
297,548
+5.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
7.87%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CGNG Over Time
Shares Held
Position Value (USD)
All Filings in CGNG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,393,590 | 297,548 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $8,979,226 | 281,216 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,277,068 | 106,054 | Shares | Sole | 2025-10-24 | |
| No filing history on record for this holder in this stock. | ||||||