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Capital Group New Geography shares owned by Cypress Point Wealth Management

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

Historical chart of Cypress Point 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 Cypress Point Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group New Geography by Cypress Point Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $651k 21k 30.90
2025-06-30 $333k 12k 28.81

More positions owned by Cypress Point Wealth Management

Palantir Technologies Cl A (PLTR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Avantis Us Larg (AVLC)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Exxon Mobil Corporation (XOM)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Schwab Strategic Tr Us Reit Etf (SCHH)

View all positions for Cypress Point Wealth Management

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