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Capital Group New Geography shares owned by Western Wealth Management

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

Historical chart of Western Wealth Management investment in Capital Group New Geography

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All positions including Capital Group New Geography held by Western 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 Western Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 40k 30.90
2025-06-30 $1.1M 38k 28.81
2025-03-31 $505k 20k 25.16
2024-12-31 $327k 13k 24.77

More positions owned by Western Wealth Management

Invesco Qqq MF Closed and MF Open (QQQ)
Apple Common Stock (AAPL)
Invesco Nasdaq MF Closed and MF Open (QQQM)
Nvidia Corp Common Stock (NVDA)
Spdr Portfolio MF Closed and MF Open (SPLG)
Berkshire Hathaway Common Stock (BRK.B)
Microsoft Corp Common Stock (MSFT)
Capital Group MF Closed and MF Open (CGDV)
Spdr Portfolio MF Closed and MF Open (SPYG)
SPDR S&P MF Closed and MF Open (SPY)
Amazon Common Stock (AMZN)
Ishares S&p MF Closed and MF Open (IVW)
First Trust MF Closed and MF Open (SDVY)
Spdr Portfolio MF Closed and MF Open (SPYV)
Broadcom Common Stock (AVGO)

View all positions for Western Wealth Management

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