Cypress Point Wealth Management, LLC
Position in CGNG — Capital Group New Geography Equity ETF
CIK 1825611
DALLAS, TX
Position in CGNG
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$1,622,098
+$723,493 QoQ
Shares Held
51,381
+82.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,622,098 | 51,381 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $898,605 | 28,143 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $651,310 | 21,078 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $332,755 | 11,550 | Shares | Sole | 2025-07-10 | |
| No filing history on record for this holder in this stock. | ||||||