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Capital Group New Geography shares owned by Merit Financial Group

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

Historical chart of Merit Financial Group investment in Capital Group New Geography

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group New Geography by Merit Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $15M 498k 30.90
2025-06-30 $829k 29k 28.81
2025-03-31 $399k 16k 25.16

More positions owned by Merit Financial Group

Vanguard Index Fds Growth Etf (VUG)
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfli Intrmdit (SPTI)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Merit Financial Group

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