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Capital Group New Geography shares owned by Evergreen Wealth Partners

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

Historical chart of Evergreen Wealth Partners investment in Capital Group New Geography

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group New Geography by Evergreen Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.6M 49k 31.57

More positions owned by Evergreen Wealth Partners

Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Spdr Series Trust State Street Spd (SPIB)
Spdr Series Trust State Street Spd (SPTI)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Pimco Etf Tr Muni Income Opp (MINO)
Blackrock Etf Trust Ii Short Duration H (SHYM)
Dimensional Etf Trust Internatnal Val (DFIV)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Visa Com Cl A (V)
Pgim Etf Tr Aaa Clo Etf (PAAA)
Blackrock Etf Trust Ishares Us Equit (DYNF)

View all positions for Evergreen Wealth Partners

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
Goss Wealth Management
Captrust Financial Advisors
Royal Bank of Canada

View all funds holding Capital Group New Geography