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Capital Group New Geography shares owned by IFP Advisors

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

Historical chart of IFP Advisors investment in Capital Group New Geography

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group New Geography by IFP Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $20k 642 30.90
2025-06-30 $19k 642 28.81
2025-03-31 $16k 631 25.16

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Invesco Qqq Tr cs (QQQ)
Microsoft Corp cs (MSFT)
Ishares Tr S&p 500 Grwt Etf cs (IVW)
Spdr Series Trust Portfolio S&p500 cs (SPLG)
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Amazon cs (AMZN)
Ishares Tr Core S&p500 Etf cs (IVV)
Ishares Tr S&p 100 Etf cs (OEF)
Wisdomtree Tr Us Qtly Div Grt mc (DGRW)
Spdr Index cs (SPDW)
Vanguard Index Fds S&p 500 Etf mc (VOO)

View all positions for IFP Advisors

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