Envestnet Portfolio Solutions, Inc.
Position in CGNG — Capital Group New Geography Equity ETF
CIK 1998033
BERWYN, PA
Position in CGNG
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$1,798,132
+$182,922 QoQ
Shares Held
56,957
+12.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,798,132 | 56,957 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,615,210 | 50,586 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,332,222 | 43,114 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $447,188 | 15,522 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $550,022 | 21,861 | Shares | Sole | 2025-04-21 | |
| No filing history on record for this holder in this stock. | ||||||