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Capital Group New Geography shares owned by Spire Wealth Management

Quarter-by-quarter ownership of Capital Group New Geography (CGNG) shares owned by Spire Wealth Management from 13F filings

Historical chart of Spire Wealth Management investment in Capital Group New Geography

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group New Geography by Spire Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $275k 8.9k 30.90

More positions owned by Spire Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Vanguard World Inf Tech Etf (VGT)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Spdr S P 500 Etf Tr Tr Unit (SPY)
Broadcom (AVGO)
Select Sector Spdr Tr Financial (XLF)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Costco Wholesale Corporation (COST)

View all positions for Spire Wealth Management

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