CGNG CAPITAL GROUP NEW GEOGRAPHY
FollowSHS (fund)
Filings received so far for Q3 2026: 11 13F filers report a position in CGNG shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q3 2026
Filers in the available 13F reports with a share position at 2026-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Stonebridge Financial Group, LLC | 116,962 | $4.26M | 0.31% | +8,228 | 13F-HRTimeline |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES… | 76,415 | $2.79M | 1.82% | -2,439 | 13F-HRTimeline |
| Venture Visionary Partners LLC | 49,098 | $1.79M | 0.05% | +6,131 | 13F-HRTimeline |
| INSPIRION WEALTH ADVISORS, LLC | 19,230 | $701K | 0.08% | +5,260 | 13F-HRTimeline |
| First Heartland Consultants, Inc. | 17,153 | $625K | 0.04% | +1,332 | 13F-HRTimeline |
| Lincoln Capital LLC | 9,805 | $358K | 0.06% | new | 13F-HRTimeline |
| Canandaigua National Trust Co of Florida | 8,306 | $303K | 0.17% | 13F-HRTimeline | |
| Merited Wealth, LLC | 6,963 | $254K | 0.18% | -4,543 | 13F-HRTimeline |
| AVAII WEALTH MANAGEMENT, LLC | 6,499 | $240K | 0.07% | +140 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 6,375 | $232K | <0.01% | -21,221 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 85 | $3.1K | <0.01% | +5 | 13F-HRTimeline |