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Capital Group New Geography shares owned by Nations Financial Group

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

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

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All positions including Capital Group New Geography held by Nations 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 Nations Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.6M 83k 30.90
2025-06-30 $2.2M 78k 28.81
2025-03-31 $1.9M 74k 25.16
2024-12-31 $1.7M 68k 24.77

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Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
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Vanguard High Dividend Yield Index Etf Etf (VYM)
Meta Platforms Inc Cl A Stock (META)
Amazon Stock (AMZN)
Jpmorgan Chase & Co Stock (JPM)
Broadcom Stock (AVGO)

View all positions for Nations 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