Wealth Enhancement Advisory Services »

Capital Group New Geography shares owned by Wealth Enhancement Advisory Services

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

Historical chart of Wealth Enhancement Advisory Services investment in Capital Group New Geography

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Capital Group New Geography by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $893k 29k 31.12
2025-06-30 $774k 27k 28.95
2025-03-31 $669k 27k 25.16
2024-12-31 $764k 31k 24.77

More positions owned by Wealth Enhancement Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Alps Etf Tr Smith Core Plus (SMTH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Intl Moment (IMTM)
Amazon (AMZN)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Schwab Strategic Tr Fundamental Intl (FNDF)
Victory Portfolios Ii Usaa Msci Usa Sm (USVM)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Us Treas Bd Etf (GOVT)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Wealth Enhancement Advisory Services

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