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Ergawealth Advisors »

Capital Group New Geography shares owned by Ergawealth Advisors

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

Historical chart of Ergawealth 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 Ergawealth 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 Ergawealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$2.2M	72k	30.90
2025-06-30	$416k	14k	28.81

More positions owned by Ergawealth Advisors

Capital Group Growth Etf Shs Creation Uni (CGGR)

First Tr Exchange Traded Buywrit Incm Etf (FTHI)

Capital Group Dividend Value Shs Creation Uni (CGDV)

First Tr Exchange Traded Risng Divd Achiv (RDVY)

First Tr Exchange-traded Cap Strength Etf (FTCS)

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)

J P Morgan Exchange Traded F Equity Premium (JEPI)

Capital Group Equity Etf Tr Us Small And Mid (CGMM)

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)

Pacer Fds Tr Lunt Lrgcp Multi (PALC)

Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)

First Tr Exchange-traded Smid Risng Etf (SDVY)

Capital Group Core Equity Et Shs Creation Uni (CGUS)

Pacer Fds Tr Lunt Lrg Cp Altr (ALTL)

First Tr Exchange-traded Ft Vest S&p 500 (KNG)

View all positions for Ergawealth Advisors

Top funds holding Capital Group New Geography

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

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