Lodestone Wealth Management LLC
Position in CGNG — Capital Group New Geography Equity ETF
CIK 1950158
SPOKANE, WA
Position in CGNG
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$1,113,505
+$453,353 QoQ
Shares Held
35,271
+70.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CGNG Over Time
Shares Held
Position Value (USD)
All Filings in CGNG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,113,505 | 35,271 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $660,152 | 20,675 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $440,170 | 14,245 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $360,528 | 12,514 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $255,776 | 10,166 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $240,417 | 9,706 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $245,231 | 9,261 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||