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Capital Group New Geography shares owned by Lineweaver Wealth Advisors

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

Historical chart of Lineweaver 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 Lineweaver 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 Lineweaver Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.9M 60k 31.57

More positions owned by Lineweaver Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Alps Etf Tr Smith Core Plus (SMTH)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Min Vol (USMV)
J P Morgan Exchange Traded F Income Etf (JPIE)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Apple (AAPL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)
Ishares Tr Eafe Value Etf (EFV)
Ishares Core Msci Emkt (IEMG)
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)
Broadcom (AVGO)

View all positions for Lineweaver Wealth Advisors

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
Warren Averett Asset Management
Merit Financial Group
Petredis Investment Advisors

View all funds holding Capital Group New Geography