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Capital Group New Geography shares owned by ERn Financial

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

Historical chart of ERn Financial investment in Capital Group New Geography

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

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Quarterly reported holdings in Capital Group New Geography by ERn Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $342k 11k 31.93

More positions owned by ERn Financial

Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPYV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core Msci Eafe (IEFA)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Spdr Series Trust State Street Spd (MDYV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Pimco Etf Tr Multisector Bd (PYLD)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Global Reit Etf (REET)
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)

View all positions for ERn Financial

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
Wells Fargo & Company
Goss Wealth Management
Captrust Financial Advisors
Royal Bank of Canada
Warren Averett Asset Management
Merit Financial Group
Petredis Investment Advisors

View all funds holding Capital Group New Geography