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Capital Group New Geography shares owned by Independent Financial Group

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

Historical chart of Independent Financial Group investment in Capital Group New Geography

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All positions including Capital Group New Geography held by Independent Financial 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 Independent Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.6M 50k 31.57
2025-09-30 $1.1M 37k 30.90
2025-06-30 $392k 14k 28.81

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View all positions for Independent Financial Group

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