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Capital Group New Geography shares owned by Private Advisor

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

Historical chart of Private Advisor investment in Capital Group New Geography

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

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Quarterly reported holdings in Capital Group New Geography by Private Advisor

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.5M 276k 30.90
2025-06-30 $6.5M 225k 28.81
2025-03-31 $5.2M 205k 25.16
2024-12-31 $955k 39k 24.77

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View all positions for Private Advisor

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