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Capital Group New Geography shares owned by Tempus Wealth Planning

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

Historical chart of Tempus Wealth Planning investment in Capital Group New Geography

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Capital Group New Geography by Tempus Wealth Planning

Quarter filed Position value Share count Share price at filing
2026-09-30 $481k 13k 36.45
2026-06-30 $487k 13k 37.46
2026-03-31 $378k 12k 31.57
2025-12-31 $384k 12k 31.93
2025-09-30 $344k 11k 30.90

More positions owned by Tempus Wealth Planning

Ge Aerospace Com New (GE)
Ge Vernova (GEV)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Capital Group Dividend Value Shs Creat Unit (CGDV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Spdr Series Trust St Str P500etf (SPYM)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust ST STR PR SP1500 (SPTM)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Capital Group Core Balanced SHS (CGBL)

View all positions for Tempus Wealth Planning

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
Assetmark

View all funds holding Capital Group New Geography