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Capital Group New Geography shares owned by Trinity Wealth Management

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

Historical chart of Trinity 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 Trinity 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 Trinity Wealth Management

Quarter filed Position value Share count Share price at filing
2026-09-30 $330k 9.1k 36.45

More positions owned by Trinity Wealth Management

Spdr Series Trust St Str Aggre Etf (SPAB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Sze Ft (SIZE)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Msci Usa Min Etf (USMV)
Ishares Tr Core Intl Aggr (IAGG)
Spdr Series Trust St Str P500etf (SPYM)
First Tr Exchange-traded Nasdaq-100 Sel (QQEW)
Invesco Exchange Traded Fd T S&p500 Pur Val (RPV)
Ishares Tr Hdg Msci Eafe (HEFA)
Blackrock Etf Trust Isha Syst Al Etf (IALT)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Spdr Series Trust ST STR PR SP1500 (SPTM)

View all positions for Trinity Wealth Management

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