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Capital Group New Geography shares owned by Lodestone Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

All positions including Capital Group New Geography held by Lodestone 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 Lodestone Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $245k 9.3k 26.48

More positions owned by Lodestone Wealth Management

Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Microsoft Corporation (MSFT)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Vanguard Index Fds Value Etf (VTV)
Amgen (AMGN)
JPMorgan Chase & Co. (JPM)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Lennar Corp Cl A (LEN)
American Express Company (AXP)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
D.R. Horton (DHI)
Merck & Co (MRK)

View all positions for Lodestone Wealth Management

Top funds holding Capital Group New Geography

Confluence Wealth Services
Johnson Bixby & Associates
Janney Montgomery Scott
Citadel Advisors
Lantz Financial
International Assets Investment Management
Commonwealth Equity Services
Virtu Financial
Lodestone Wealth Management
Cambridge Investment Research Advisors
Benjamin F. Edwards & Company

View all funds holding Capital Group New Geography