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Capital Group New Geography shares owned by Roehl & Yi Investment Advisors

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

Historical chart of Roehl & Yi 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 Roehl & Yi 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 Roehl & Yi Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $278k 7.4k 37.46

More positions owned by Roehl & Yi Investment Advisors

Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Gold Tr Ishares New (IAU)
Flexshares Tr Mornstar Upstr (GUNR)
Western Digital (WDC)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Capital Group Growth Etf Shs Creat Unit (CGGR)
Capital Group Dividend Value Shs Creat Unit (CGDV)
Capital Group International SHS (CGIE)

View all positions for Roehl & Yi Investment Advisors

Top funds holding Capital Group New Geography

LPL Financial
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Wells Fargo & Company
Capital Group Private Client Services
Raymond James Financial
Cetera Investment Advisers
Benjamin Edwards
Bank of America Corporation
Bank of New York Mellon
Commonwealth Equity Services
Advisor Group Holdings
Mml Investors Services
Jones Financial Companies, L.L
Goss Wealth Management

View all funds holding Capital Group New Geography