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Capital Group New Geography shares owned by Integrys Wealth Advisors

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

Historical chart of Integrys Wealth 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 Integrys Wealth 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 Integrys Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $511k 14k 36.56

More positions owned by Integrys Wealth Advisors

Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Growth Etf (VUG)
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Abbvie (ABBV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Harbor Etf Trust Comm All Wea Etf (HGER)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr S&p Mc 400gr Etf (IJK)
Abbott Laboratories (ABT)

View all positions for Integrys Wealth Advisors

Top funds holding Capital Group New Geography

LPL Financial
Envestnet Asset Management
Capital Group Private Client Services
Northwestern Mutual Wealth Management Company
Raymond James Financial
Cetera Investment Advisers
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