Evergreen Wealth Partners LLC
Position in CGNG — Capital Group New Geography Equity ETF
CIK 2101006
KALISPELL, MT
Position in CGNG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,280,484
+$1,725,978 QoQ
Shares Held
87,573
+77.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
7.17%
of 13F equity value
Holder Rank
#34
of 80 holders
Holding Since
Mar 2026
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 | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,280,484 | 87,573 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,554,506 | 49,240 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||