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Capital Group New Geography shares owned by Diversify Wealth Management

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

Historical chart of Diversify 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 Diversify 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 Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $567k 17k 34.16

More positions owned by Diversify Wealth Management

NVIDIA Corporation (NVDA)
Broadcom (AVGO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPYV)
Apple (AAPL)
Amazon (AMZN)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Index Shs Fds State Street Spd (SPDW)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Diversify 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