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Capital Group New Geography shares owned by Eq Wealth Advisors

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

Historical chart of Eq Wealth Advisors investment in Capital Group New Geography

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group New Geography by Eq Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $799k 26k 30.90
2025-06-30 $711k 25k 28.81
2025-03-31 $522k 21k 25.16
2024-12-31 $300k 12k 24.77

More positions owned by Eq Wealth Advisors

Capital Group U.s. Multi-sector Income Etf Etf (CGMS)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Schwab Us Tips Etf Etf (SCHP)
Capital Group Growth Etf Etf (CGGR)
Dimensional International Value Etf Etf (DFIV)
Vanguard Total International Bond Etf Etf (BNDX)
Dimensional International Small Cap Value Etf Etf (DISV)
Dimensional Us Small Cap Value Etf Etf (DFSV)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Ishares Gold Trust Etf (IAU)
Capital Group Short Duration Income Etf Etf (CGSD)
Vanguard International Dividend Appreciation Etf Etf (VIGI)
Capital Group Municipal Income Etf Etf (CGMU)
Dimensional Emerging Markets Value Etf Etf (DFEV)

View all positions for Eq Wealth Advisors

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