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Capital Group New Geography shares owned by Heritage Wealth Management

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

Historical chart of Heritage Wealth Management investment in Capital Group New Geography

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

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Quarterly reported holdings in Capital Group New Geography by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $627k 20k 31.93

More positions owned by Heritage Wealth Management

Procter & Gamble Company (PG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Us Bancorp Del Com New (USB)
JPMorgan Chase & Co. (JPM)
Eli Lilly & Co. (LLY)
Wal-Mart Stores (WMT)
Johnson & Johnson (JNJ)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Cincinnati Financial Corporation (CINF)
Abbvie (ABBV)
Cisco Systems (CSCO)
Chubb (CB)
Kroger (KR)
NVIDIA Corporation (NVDA)

View all positions for Heritage Wealth Management

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
Royal Bank of Canada
Warren Averett Asset Management
Merit Financial Group

View all funds holding Capital Group New Geography