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Capital Group New Geography shares owned by Code Waechter

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

Historical chart of Code Waechter investment in Capital Group New Geography

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

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Quarterly reported holdings in Capital Group New Geography by Code Waechter

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.0M 158k 31.57

More positions owned by Code Waechter

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Capital Group New Geography SHS (CGNG)
Innovator Etfs Trust Defined Wlt Shld (BALT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Etf Ser Solutions Aptus Defined (DRSK)
Pacer Fds Tr Metaurus Cap 400 (QDPL)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Apple (AAPL)

View all positions for Code Waechter

Top funds holding Capital Group New Geography

LPL Financial
Capital Group Private Client Services
Envestnet Asset Management
Raymond James Financial
Cetera Investment Advisers
Northwestern Mutual Wealth Management Company
Bank of New York Mellon
Commonwealth Equity Services
Advisor Group Holdings
Wells Fargo & Company
Goss Wealth Management
Captrust Financial Advisors
Warren Averett Asset Management
Merit Financial Group
Petredis Investment Advisors

View all funds holding Capital Group New Geography