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Capital Group New Geography shares owned by Garrett Wealth Advisory Group

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

Historical chart of Garrett Wealth Advisory 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 Garrett Wealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Group New Geography by Garrett Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $13M 428k 30.90
2025-06-30 $12M 407k 28.81

More positions owned by Garrett Wealth Advisory Group

Energy Transfer Com Ut Ltd Ptn (ET)
Wisdomtree Tr Us Largecap Fund (EPS)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Msci Usa Strtgic (QUS)
Spdr Series Trust Portfolio S&p600 (SPSM)
Capital Group New Geography SHS (CGNG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Morgan Stanley Etf Trust Eaton Vance Shrt (EVSM)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Msci Usa Mmentm (MTUM)
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)

View all positions for Garrett Wealth Advisory Group

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
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