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Capital Group New Geography shares owned by Diversify Advisory Services

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

Historical chart of Diversify Advisory Services investment in Capital Group New Geography

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

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Quarterly reported holdings in Capital Group New Geography by Diversify Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $331k 9.9k 33.38

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Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
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Microsoft Corporation (MSFT)
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Meta Platforms Cl A (META)
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Alphabet Cap Stk Cl C (GOOG)

View all positions for Diversify Advisory Services

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
Royal Bank of Canada
Warren Averett Asset Management
Merit Financial Group

View all funds holding Capital Group New Geography