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Capital Group New Geography shares owned by Advyzon Investment Management

Quarter-by-quarter ownership of Capital Group New Geography (CGNG) shares owned by Advyzon Investment Management from 13F filings

Historical chart of Advyzon Investment Management investment in Capital Group New Geography

Tip: Access up to 7 years of quarterly data

All positions including Capital Group New Geography held by Advyzon Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group New Geography by Advyzon Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $304k 9.5k 31.93

More positions owned by Advyzon Investment Management

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Graniteshares Gold Tr Shs Ben Int (BAR)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Wisdomtree Tr Blmbg Us Bull (USDU)
Broadcom (AVGO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Advyzon Investment Management

Top funds holding Capital Group New Geography

LPL Financial
Capital Group Private Client Services
Envestnet Asset Management
Raymond James Financial
Cetera Investment Advisers
Northwestern Mutual Wealth Management Company
Bank of New York Mellon
Commonwealth Equity Services
Advisor Group Holdings
Wells Fargo & Company
Goss Wealth Management
Captrust Financial Advisors
Warren Averett Asset Management
Merit Financial Group
Petredis Investment Advisors

View all funds holding Capital Group New Geography