Capital Analysts »

Capital Group New Geography shares owned by Capital Analysts

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

Historical chart of Capital Analysts investment in Capital Group New Geography

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Group New Geography by Capital Analysts

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.8M 285k 30.90
2025-06-30 $4.5M 155k 28.81
2025-03-31 $1.1M 44k 25.17
2024-12-31 $38k 1.5k 25.03

More positions owned by Capital Analysts

Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Fidelity Covington Trust Enhanced Mid (FMDE)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfolio Intrmd (SPIB)
Spdr Series Trust Portfli High Yld (SPHY)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Capital Analysts

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