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Capital Group New Geography shares owned by BlueChip Wealth Advisors

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

Historical chart of BlueChip 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 BlueChip 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 BlueChip Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $949k 30k 31.57

More positions owned by BlueChip Wealth Advisors

Vanguard Bd Index Fds Vanguard Ultra (VUSB)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Mcp Etf (IJH)
First Tr Exchange-traded SHS (FDL)
First Tr Exchange-traded SHS (FVD)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p500 Etf (IVV)
AFLAC Incorporated (AFL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Spdr Gold Tr Gold Shs (GLD)
Capital Group Dividend Growe Shs Etf (CGDG)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Capital Group Dividend Value Shs Creation Uni (CGDV)

View all positions for BlueChip Wealth Advisors

Top funds holding Capital Group New Geography

LPL Financial
Envestnet Asset Management
Capital Group Private Client Services
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers
Raymond James Financial
Wells Fargo & Company
Benjamin Edwards
Bank of America Corporation
Bank of New York Mellon
Commonwealth Equity Services
Advisor Group Holdings
Captrust Financial Advisors
Royal Bank of Canada
Garrett Wealth Advisory Group

View all funds holding Capital Group New Geography