J. Derek Lewis & Associates Inc. Has $4.05 Million Holdings in Capital Group New Geography Equity ETF $CGNG

J. Derek Lewis & Associates Inc. raised its holdings in shares of Capital Group New Geography Equity ETF (NYSEARCA:CGNG) by 21.0% during the 1st quarter, HoldingsChannel reports. The fund owned 127,409 shares of the company’s stock after purchasing an additional 22,128 shares during the period. Capital Group New Geography Equity ETF accounts for approximately 0.9% of J. Derek Lewis & Associates Inc.’s portfolio, making the stock its 23rd biggest holding. J. Derek Lewis & Associates Inc.’s holdings in Capital Group New Geography Equity ETF were worth $4,047,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently bought and sold shares of the business. Flagship Harbor Advisors LLC purchased a new stake in shares of Capital Group New Geography Equity ETF in the fourth quarter worth approximately $34,000. EverSource Wealth Advisors LLC boosted its holdings in shares of Capital Group New Geography Equity ETF by 4,589.6% during the fourth quarter. EverSource Wealth Advisors LLC now owns 2,251 shares of the company’s stock worth $72,000 after purchasing an additional 2,203 shares during the period. Transamerica Financial Advisors LLC grew its position in Capital Group New Geography Equity ETF by 68.9% during the fourth quarter. Transamerica Financial Advisors LLC now owns 3,709 shares of the company’s stock valued at $118,000 after purchasing an additional 1,513 shares in the last quarter. Comerica Bank grew its position in Capital Group New Geography Equity ETF by 17.8% during the third quarter. Comerica Bank now owns 3,836 shares of the company’s stock valued at $119,000 after purchasing an additional 579 shares in the last quarter. Finally, Birchwood Financial Partners Inc. purchased a new position in Capital Group New Geography Equity ETF during the fourth quarter valued at approximately $125,000.

Capital Group New Geography Equity ETF Stock Performance

Capital Group New Geography Equity ETF stock opened at $35.66 on Friday. Capital Group New Geography Equity ETF has a twelve month low of $28.20 and a twelve month high of $38.25. The firm has a market cap of $2.69 billion, a PE ratio of 19.57 and a beta of 0.81. The firm’s 50 day moving average price is $36.30 and its two-hundred day moving average price is $34.63.

Capital Group New Geography Equity ETF Company Profile

The Capital Group New Geography Equity ETF (CGNG) is an exchange-traded fund that mostly invests in total market equity. The fund is actively managed, seeking long-term capital appreciation through investment in companies from the emerging markets, may include frontier markets securities. CGNG was launched on Jun 25, 2024 and is issued by Capital Group.