Clearview Wealth Management »

Capital Group New Geography shares owned by Clearview Wealth Management

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

Historical chart of Clearview Wealth 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 Clearview Wealth Management 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 Clearview Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $803k 25k 31.57

More positions owned by Clearview Wealth Management

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Msci Intl Qualty (IQLT)
Spdr Series Trust State Street Spd (SPYM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ea Series Trust Cambria Us Equal (USEW)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Core Us Aggbd Et (AGG)
American Centy Etf Tr Short Durtn Strg (SDSI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr State Street Tec (XLK)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Clearview Wealth Management

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