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Capital Group New Geography shares owned by Main Line Retirement Advisors

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

Historical chart of Main Line Retirement 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 Main Line Retirement 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 Main Line Retirement Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $346k 11k 30.90
2025-06-30 $323k 11k 28.81
2025-03-31 $282k 11k 25.16
2024-12-31 $277k 11k 24.77

More positions owned by Main Line Retirement Advisors

Capital Group Dividend Value Shs Creation Uni (CGDV)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Group Equity Etf Tr Us Small And Mid (CGMM)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Series Trust Portfolio Sh Tsr (SPTS)
Vanguard Bd Index Fds Long Term Bond (BLV)
J P Morgan Exchange Traded F Flexible Debt Et
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)

View all positions for Main Line Retirement Advisors

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