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Capital Group New Geography shares owned by Baird Financial

Quarter-by-quarter ownership of Capital Group New Geography (CGNG) shares owned by Baird Financial from 13F filings

Historical chart of Baird Financial investment in Capital Group New Geography

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

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Quarterly reported holdings in Capital Group New Geography by Baird Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.2M 168k 30.90
2025-06-30 $3.2M 111k 28.81
2025-03-31 $1.1M 44k 25.16
2024-12-31 $273k 11k 24.77

More positions owned by Baird Financial

Microsoft Corp Common (MSFT)
Apple Common (AAPL)
Jpmorgan Chase Common (JPM)
Alphabet Inc C Common (GOOG)
Ishares Tr Rus 1000 Grw Etf Common (IWF)
Berkshire Hathaway Inc Del Cl Common (BRK.B)
Meta Platforms Inc A Common (META)
Ishares Tr Rus 1000 Val Etf Common (IWD)
Home Depot Common (HD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt Common (VEA)
Ge Aerospace Common (GE)
Ge Vernova Common (GEV)
Progressive Corp Common (PGR)
Amazon Common (AMZN)
Nvidia Corp Common (NVDA)

View all positions for Baird Financial

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