SARD WEALTH MANAGEMENT GROUP, LLC
Position in CGNG — Capital Group New Geography Equity ETF
CIK 2010095
ATLANTA, GA
Position in CGNG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$742,157
+$470,813 QoQ
Shares Held
19,812
+130.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.03%
of 13F equity value
Holder Rank
#51
of 80 holders
Holding Since
Sep 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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $742,157 | 19,812 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $271,344 | 8,595 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $274,438 | 8,595 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $214,353 | 6,937 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||