Who owns CAPITAL GROUP NEW GEOGRAPHY?
- Ticker: CGNG
- CUSIP Number: 14021n105
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Analyze quarterly positions in Capital Group New Geography with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Capital Group New Geography stock
Who bought or sold CAPITAL GROUP NEW GEOGRAPHY this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| LPL Financial | 4.5M | $145M | 48% | Dec 2025 |
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| Capital Group Private Client Services | 2.7M | $85M | 9% | Dec 2025 |
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| Envestnet Asset Management | 2.6M | $82M | 15% | Dec 2025 |
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| Cetera Investment Advisers | 2.1M | $68M | 14% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 1.7M | $56M | 28% | Dec 2025 |
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| Raymond James Financial | 1.3M | $39M | 72% | Sep 2025 |
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| Bank of New York Mellon | 1.1M | $34M | -1% | Dec 2025 |
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| Commonwealth Equity Services | 909k | $29M | 16% | Dec 2025 |
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| Advisor Group Holdings | 802k | $26M | 163% | Dec 2025 |
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| Wells Fargo & Company | 692k | $22M | 334% | Dec 2025 |
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| Goss Wealth Management | 658k | $21M | 10% | Dec 2025 |
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| Captrust Financial Advisors | 578k | $18M | 8% | Sep 2025 |
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| Royal Bank of Canada | 566k | $17M | 15% | Sep 2025 |
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| Warren Averett Asset Management | 561k | $18M | 1% | Dec 2025 |
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| Merit Financial Group | 509k | $16M | 2% | Dec 2025 |
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| Petredis Investment Advisors | 487k | $16M | 0% | Dec 2025 |
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| Johnson Bixby & Associates | 467k | $15M | -8% | Dec 2025 |
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| Garrett Wealth Advisory Group | 467k | $15M | 9% | Dec 2025 |
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| Cambridge Investment Research Advisors | 458k | $15M | 99% | Dec 2025 |
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| Confluence Wealth Services | 454k | $15M | 9% | Dec 2025 |
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| Wealth Enhancement Advisory Services | 428k | $14M | 1392% | Dec 2025 |
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| Mml Investors Services | 364k | $12M | 22% | Dec 2025 |
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| Capital Analysts | 364k | $12M | 28% | Dec 2025 |
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| Assetmark | 331k | $11M | 44% | Dec 2025 |
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| Stephens | 317k | $10M | -14% | Dec 2025 |
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| Private Advisor | 306k | $9.8M | 11% | Dec 2025 |
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| Benjamin Edwards | 292k | $9.3M | 40% | Dec 2025 |
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| SilverOak Wealth Management | 281k | $9.0M | 165% | Dec 2025 |
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| Beacon Pointe Advisors | 280k | $8.9M | 12% | Dec 2025 |
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| Baird Financial | 254k | $8.1M | 51% | Dec 2025 |
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| Concurrent Investment Advisors | 252k | $8.1M | 80% | Dec 2025 |
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| Wiley Bros.-aintree Capital | 251k | $8.0M | 49% | Dec 2025 |
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| Stifel Financial | 248k | $7.9M | 83% | Dec 2025 |
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| Janney Montgomery Scott | 243k | $7.8M | 31% | Dec 2025 |
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| Lincoln Capital | 231k | $7.4M | 4% | Dec 2025 |
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| Quadcap Wealth Management | 215k | $6.9M | 7% | Dec 2025 |
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| Citadel Advisors | 198k | $6.1M | 0% | Sep 2025 |
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| Armor Investment Advisors | 195k | $6.2M | 13% | Dec 2025 |
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| Aprio Wealth Management | 186k | $5.9M | 100% | Dec 2025 |
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| CLS Investments | 183k | $5.8M | 13% | Dec 2025 |
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| Souders Financial Advisors | 181k | $5.8M | 3% | Dec 2025 |
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| Ergawealth Advisors | 165k | $5.3M | 130% | Dec 2025 |
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| National Wealth Management Group | 164k | $5.2M | 100% | Dec 2025 |
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| Jones Financial Companies, L.L | 133k | $4.1M | 83% | Sep 2025 |
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| Peapack Gladstone Financial Corp | 132k | $4.2M | 120% | Dec 2025 |
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| Stratos Wealth Partners | 131k | $4.2M | 59% | Dec 2025 |
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| Vestmark Advisory Solutions | 124k | $4.0M | 13% | Dec 2025 |
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| Strategic Blueprint | 119k | $3.8M | 19% | Dec 2025 |
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| Kingsview Wealth Management | 105k | $3.4M | 59% | Dec 2025 |
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| Bleakley Financial Group | 103k | $3.3M | 15% | Dec 2025 |
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| Lantz Financial | 94k | $3.0M | 19% | Dec 2025 |
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| CRA Financial Services | 91k | $2.9M | 4% | Dec 2025 |
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| Smartleaf Asset Management | 86k | $2.8M | 15% | Dec 2025 |
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| Perennial Investment Advisors | 85k | $2.7M | 27% | Dec 2025 |
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| Armstrong, Fleming & Moore | 85k | $2.7M | 2% | Dec 2025 |
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| Nations Financial Group | 83k | $2.6M | -1% | Dec 2025 |
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| NavPoint Financial | 80k | $2.6M | 47% | Dec 2025 |
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| First Heartland Consultants | 74k | $2.4M | 100% | Dec 2025 |
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| Harbour Investments | 71k | $2.3M | 35% | Dec 2025 |
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| Clear Creek Financial Management | 69k | $2.2M | 16% | Dec 2025 |
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| U.S. Capital Wealth Advisors | 69k | $2.2M | 2% | Dec 2025 |
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| Cary Street Partners Financial | 65k | $2.1M | 1% | Dec 2025 |
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| Rockefeller Capital Management | 63k | $2.0M | 100% | Dec 2025 |
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| McNamara Financial Services | 59k | $1.9M | 2% | Dec 2025 |
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| Cullen Frost Bankers | 59k | $1.9M | 30% | Dec 2025 |
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| Natixis Asset Management Advisors | 57k | $1.8M | 424% | Dec 2025 |
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| Steward Partners Investment Advisory | 54k | $1.7M | 14% | Dec 2025 |
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| Boyer Financial Services | 53k | $1.7M | 100% | Dec 2025 |
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| Branch Banking & Trust Company | 53k | $1.7M | 15% | Dec 2025 |
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| Acorn Wealth Advisors | 51k | $1.6M | 66% | Dec 2025 |
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| LongView Wealth Management | 51k | $1.7M | 61% | Dec 2025 |
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| Envestnet Portfolio Solutions | 51k | $1.6M | 17% | Dec 2025 |
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| Beta Wealth | 51k | $1.6M | -2% | Dec 2025 |
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| Pines Wealth Management | 46k | $1.5M | 227% | Dec 2025 |
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| Mendel Money Management | 45k | $1.4M | -5% | Dec 2025 |
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| Stablepoint Partners | 45k | $1.4M | 7% | Dec 2025 |
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| Stonebridge Financial Group | 45k | $1.4M | 74% | Dec 2025 |
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| Cornell Pochily Investment Advisors | 44k | $1.4M | 5% | Dec 2025 |
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| Western Wealth Management | 43k | $1.4M | 7% | Dec 2025 |
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| Claro Advisors | 42k | $1.3M | 57% | Dec 2025 |
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| Founders Financial Securities | 41k | $1.3M | 147% | Dec 2025 |
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| Principal Securities | 41k | $1.3M | 30% | Dec 2025 |
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| Capital Research and Management Company - Division 3 | 41k | $1.3M | -1% | Dec 2025 |
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| BFSG | 39k | $1.2M | 3606% | Dec 2025 |
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| AI Financial Services | 37k | $1.2M | 7% | Dec 2025 |
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| Equitable Holdings | 35k | $1.1M | 57% | Dec 2025 |
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| Advisory Services Network | 34k | $1.1M | 178% | Dec 2025 |
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| Mariner Wealth Advisors | 33k | $1.0M | 107% | Dec 2025 |
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| Dynamic Advisors Solutions | 32k | $1.0M | 100% | Dec 2025 |
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| Integrated Wealth Concepts | 31k | $1.0M | 101% | Dec 2025 |
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| ValMark Advisers | 31k | $987k | 44% | Dec 2025 |
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| IFG Advisory | 30k | $955k | 17% | Dec 2025 |
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| Venture Visionary Partners | 29k | $930k | 171% | Dec 2025 |
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| Main Street Financial Solutions | 29k | $910k | 132% | Dec 2025 |
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| Eq Wealth Advisors | 28k | $904k | 10% | Dec 2025 |
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| Cypress Point Wealth Management | 28k | $899k | 34% | Dec 2025 |
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| LaSalle St. Investment Advisors | 26k | $836k | 100% | Dec 2025 |
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| PFG Advisors | 25k | $796k | 135% | Dec 2025 |
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| TrueWealth Financial Partners | 24k | $777k | 100% | Dec 2025 |
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| Park Avenue Securities | 23k | $736k | 15% | Dec 2025 |
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| Kestra Advisory Services | 23k | $726k | 40% | Dec 2025 |
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| Sanctuary Advisors | 23k | $721k | -25% | Dec 2025 |
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| Blueprint Investment Partners | 23k | $721k | 94% | Dec 2025 |
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| Intrinsic Value Partners | 21k | $682k | 104% | Dec 2025 |
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| Cambridge Capital Management | 21k | $673k | 200% | Dec 2025 |
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| Lodestone Wealth Management | 21k | $660k | 45% | Dec 2025 |
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| Sagespring Wealth Partners | 21k | $654k | 33% | Dec 2025 |
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| Heritage Wealth Management | 20k | $627k | 100% | Dec 2025 |
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| Saxony Capital Management | 19k | $596k | 100% | Dec 2025 |
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| RFG Advisory | 18k | $579k | 6% | Dec 2025 |
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| Global Retirement Partners | 18k | $569k | 134% | Dec 2025 |
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| ORG Partners | 17k | $548k | 130% | Dec 2025 |
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| Nova R Wealth | 17k | $537k | -25% | Dec 2025 |
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| IHT Wealth Management | 16k | $509k | 100% | Dec 2025 |
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| Moloney Securities Asset Management | 16k | $487k | -53% | Sep 2025 |
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| Great Valley Advisor Group | 16k | $503k | 23% | Dec 2025 |
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| Pensionmark Financial Group | 16k | $500k | 4% | Dec 2025 |
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| Gateway Wealth Partners | 16k | $499k | 53% | Dec 2025 |
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| Prime Capital Investment Advisors | 15k | $490k | 100% | Dec 2025 |
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| Sovran Advisors | 15k | $496k | 0% | Dec 2025 |
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| Koshinski Asset Management | 15k | $473k | 67% | Dec 2025 |
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| Michael Brady & Co | 15k | $465k | 100% | Dec 2025 |
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| Cornerstone Wealth Management | 14k | $456k | 100% | Dec 2025 |
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| Security Financial Services | 14k | $443k | 30% | Dec 2025 |
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| Beckerman Institutional | 13k | $420k | 4% | Dec 2025 |
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| MAI Wealth Advisors | 13k | $415k | 21% | Dec 2025 |
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| Transcendent Capital Group | 13k | $408k | 27% | Dec 2025 |
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| Gts Securities | 13k | $398k | -76% | Dec 2025 |
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| Tempus Wealth Planning | 12k | $384k | 8% | Dec 2025 |
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| Atria Investments | 12k | $383k | 100% | Dec 2025 |
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| Blueprint Financial Advisors | 12k | $360k | 100% | Sep 2025 |
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| Main Line Retirement Advisors | 11k | $360k | 1% | Dec 2025 |
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| ERn Financial | 11k | $342k | 100% | Dec 2025 |
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| Capital Investment Advisory Services | 10k | $324k | 4% | Dec 2025 |
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| Diversify Advisory Services | 9.9k | $331k | 100% | Dec 2025 |
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| Canandaigua National Trust Co of Florida | 9.6k | $305k | 100% | Dec 2025 |
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| Vantus Wealth | 9.4k | $300k | 100% | Dec 2025 |
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| Spire Wealth Management | 9.0k | $286k | 1% | Dec 2025 |
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| Sittner & Nelson | 8.9k | $304k | 80% | Dec 2025 |
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| Sar Wealth Management Group | 8.6k | $274k | 24% | Dec 2025 |
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| Mutual Advisors | 8.2k | $261k | 1% | Dec 2025 |
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| Florida Financial Advisors | 8.0k | $254k | 6% | Dec 2025 |
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| Geneos Wealth Management | 7.6k | $244k | 677% | Dec 2025 |
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| Eagle Rock Investment Company | 7.5k | $241k | 100% | Dec 2025 |
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| International Assets Investment Management | 7.5k | $240k | 100% | Dec 2025 |
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| Richmond Investment Services | 7.4k | $228k | 100% | Sep 2025 |
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| Lantern Wealth Advisors | 7.2k | $231k | 100% | Dec 2025 |
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| Balboa Wealth Partners | 7.1k | $227k | 100% | Dec 2025 |
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| Avaii Wealth Management | 6.7k | $215k | 0% | Dec 2025 |
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| Prospera Financial Services | 6.7k | $214k | 100% | Dec 2025 |
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| Rothschild Investment | 6.2k | $198k | 94% | Dec 2025 |
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| Centaurus Financial | 5.0k | $160k | -1% | Dec 2025 |
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Who sold out of Capital Group New Geography?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Old Mission Capital | Sep 2025 | 454k | $14M |
| Susquehanna International | Sep 2025 | 185k | $5.7M |
| Jane Street | Sep 2025 | 113k | $3.5M |
| Glaxis Capital Management | Sep 2025 | 11k | $337k |