Financial Partners Group »

Capital Group New Geography shares owned by Financial Partners Group

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

Historical chart of Financial Partners Group 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 Partners Group 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 Partners Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $504k 16k 31.57

More positions owned by Financial Partners Group

Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Ishares Tr S&p 100 Etf (OEF)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Us Vlu (IUSV)
Microsoft Corporation (MSFT)
Ishares Tr Ishares Semicdtr (SOXX)

View all positions for Financial Partners Group

Top funds holding Capital Group New Geography

LPL Financial
Capital Group Private Client Services
Envestnet Asset Management
Raymond James Financial
Cetera Investment Advisers
Northwestern Mutual Wealth Management Company
Bank of New York Mellon
Commonwealth Equity Services
Advisor Group Holdings
Wells Fargo & Company
Goss Wealth Management
Captrust Financial Advisors
Warren Averett Asset Management
Merit Financial Group
Petredis Investment Advisors

View all funds holding Capital Group New Geography