Financial Life Planners »

Capital Group New Geography shares owned by Financial Life Planners

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

Historical chart of Financial Life Planners investment in Capital Group New Geography

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Group New Geography by Financial Life Planners

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.4k 108 31.57

More positions owned by Financial Life Planners

Invesco Qqq Tr Unit Ser 1 Etf (QQQ)
Ishares Tr Core S&p500 Etf Etf (IVV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Palantir Technologies (PLTR)
Berkshire Hathaway (BRK.B)
Microsoft Corporation (MSFT)
Robinhood Mkts (HOOD)
Costco Wholesale Corporation (COST)
Vanguard World Fd Mega Grwth Ind Mutual fund (MGK)
SPDR S&P MidCap 400 ETF (MDY)
Spdr S&p 500 Etf (SPY)
Amazon (AMZN)
SPDR Dow Jones Industrial Average ETF (DIA)
Wisdomtree Bitcoin Fd Shs Ben Int Etf (BTCW)

View all positions for Financial Life Planners

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