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Capital Group New Geography shares owned by Acorn Wealth Advisors

Quarter-by-quarter ownership of Capital Group New Geography (CGNG) shares owned by Acorn Wealth Advisors from 13F filings

Historical chart of Acorn Wealth Advisors investment in Capital Group New Geography

Tip: Access up to 7 years of quarterly data

All positions including Capital Group New Geography held by Acorn Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group New Geography by Acorn Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $955k 31k 30.90
2025-06-30 $471k 16k 28.81
2025-03-31 $382k 15k 25.16
2024-12-31 $310k 13k 24.77

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Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
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Dimensional Etf Trust Core Fixed Incom (DFCF)
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr Msci Usa Min Vol (USMV)
JPMorgan Chase & Co. (JPM)

View all positions for Acorn Wealth Advisors

Top funds holding Capital Group New Geography

LPL Financial
Capital Group Private Client Services
Envestnet Asset Management
Cetera Investment Advisers
Northwestern Mutual Wealth Management Company
Raymond James Financial
Bank of New York Mellon
Commonwealth Equity Services
Goss Wealth Management
Captrust Financial Advisors
Royal Bank of Canada
Warren Averett Asset Management
Johnson Bixby & Associates
Merit Financial Group
Petredis Investment Advisors

View all funds holding Capital Group New Geography