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Capital Group New Geography shares owned by Stonebridge Financial Group

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

Historical chart of Stonebridge Financial Group investment in Capital Group New Geography

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group New Geography by Stonebridge Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $790k 26k 30.90
2025-03-31 $20k 812 25.16
2024-12-31 $20k 812 24.77

More positions owned by Stonebridge Financial Group

Pimco Etf Tr Shtrm Mun Bd Act (SMMU)
Ishares Tr Core Div Grwth (DGRO)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr Gold Tr Gold Shs (GLD)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Apple (AAPL)
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)
Pimco Etf Tr Multisector Bd (PYLD)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Ishares Core Msci Emkt (IEMG)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Communication (XLC)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Wisdomtree Tr Us Midcap Divid (DON)

View all positions for Stonebridge Financial Group

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