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Capital Group New Geography shares owned by LPL Financial

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

Historical chart of LPL Financial investment in Capital Group New Geography

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

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Quarterly reported holdings in Capital Group New Geography by LPL Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $95M 3.1M 30.90
2025-06-30 $54M 1.9M 28.81
2025-03-31 $2.8M 111k 25.16
2024-12-31 $949k 38k 24.77

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Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
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Ishares Tr Msci Usa Qlt Fct (QUAL)
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Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)

View all positions for LPL Financial

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