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Capital Group New Geography shares owned by SRS Capital Advisors

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

Historical chart of SRS Capital 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 SRS Capital 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 SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.7M 98k 37.46
2026-03-31 $6.4k 201 31.63
2025-12-31 $6.4k 201 31.99

More positions owned by SRS Capital Advisors

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Comfort Systems USA (FIX)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Value Etf (VTV)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for SRS Capital 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