National Wealth Management Group, LLC
Position in CGNG — Capital Group New Geography Equity ETF
CIK 1977723
CINCINNATI, OH
Position in CGNG
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$5,406,804
+$177,022 QoQ
Shares Held
171,264
+4.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
4.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,406,804 | 171,264 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5,229,782 | 163,789 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||