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Capital Group New Geography shares owned by Perennial Investment Advisors

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

Historical chart of Perennial Investment 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 Perennial Investment 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 Perennial Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.1M 67k 30.90
2025-06-30 $1.7M 60k 28.81
2025-03-31 $1.1M 45k 25.16
2024-12-31 $816k 33k 24.77

More positions owned by Perennial Investment Advisors

NVIDIA Corporation (NVDA)
Tesla Motors (TSLA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Spdr Series Trust Msci Usa Strtgic (QUS)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Apple (AAPL)
Ishares Tr Rus Tp200 Gr Etf (IWY)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Ishares Tr U.s. Tech Etf (IYW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation Call Option (MSFT)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Perennial Investment 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
Merit Financial Group
Petredis Investment Advisors
Johnson Bixby & Associates

View all funds holding Capital Group New Geography