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Capital Group New Geography shares owned by CLS Investments

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

Historical chart of CLS Investments investment in Capital Group New Geography

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group New Geography by CLS Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.0M 163k 30.90
2025-06-30 $1.7M 59k 28.81
2025-03-31 $713k 28k 25.16

More positions owned by CLS Investments

Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
Ishares Tr Core S&p500 Etf (IVV)
Northern Lts Fd Tr Iv Main Buywrite (BUYW)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Advisors Inner Circle Fd Ii 3edge Dynamic Fi (EDGF)
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Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Total (IXUS)

View all positions for CLS Investments

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