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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Who bought or sold CAPITAL GROUP NEW GEOGRAPHY this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Capital Research and Management Company - Division 3 | 764k | $20M | 100% | Sep 2024 |
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Confluence Wealth Services | 331k | $8.5M | 38% | Dec 2024 |
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Capital Group Private Client Services | 278k | $7.4M | 100% | Sep 2024 |
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Captrust Financial Advisors | 267k | $7.1M | 100% | Sep 2024 |
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Johnson Bixby & Associates | 256k | $6.3M | 16% | Dec 2024 |
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Jane Street | 186k | $4.9M | 100% | Sep 2024 |
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Quadcap Wealth Management | 87k | $2.3M | 100% | Sep 2024 |
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Bleakley Financial Group | 62k | $1.5M | 100% | Dec 2024 |
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Janney Montgomery Scott | 55k | $1.4M | 23% | Dec 2024 |
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Stifel Financial | 55k | $1.5M | 100% | Sep 2024 |
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Lantz Financial | 48k | $1.2M | 53% | Dec 2024 |
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Mendel Money Management | 46k | $1.2M | 100% | Sep 2024 |
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Benjamin Edwards | 27k | $724k | 100% | Sep 2024 |
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Gts Securities | 26k | $677k | 100% | Sep 2024 |
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Pines Wealth Management | 19k | $457k | 100% | Dec 2024 |
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LongView Wealth Management | 19k | $459k | 100% | Dec 2024 |
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Kingsview Wealth Management | 16k | $412k | 100% | Sep 2024 |
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Advisor Group Holdings | 16k | $410k | 100% | Sep 2024 |
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Claro Advisors | 14k | $339k | 100% | Dec 2024 |
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Commonwealth Equity Services | 13k | $355k | 100% | Sep 2024 |
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Eq Wealth Advisors | 12k | $300k | 100% | Dec 2024 |
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Main Line Retirement Advisors | 11k | $277k | 100% | Dec 2024 |
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Cornell Pochily Investment Advisors | 10k | $250k | 100% | Dec 2024 |
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Virtu Financial | 9.5k | $252k | -23% | Sep 2024 |
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Lodestone Wealth Management | 9.3k | $245k | 100% | Sep 2024 |
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McNamara Financial Services | 9.1k | $226k | 100% | Dec 2024 |
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Wealth Enhancement Advisory Services | 9.1k | $242k | 100% | Dec 2024 |
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Flow Traders US | 9.1k | $240k | 100% | Sep 2024 |
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Sanctuary Advisors | 8.6k | $215k | 100% | Sep 2024 |
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Mml Investors Services | 8.1k | $215k | 100% | Sep 2024 |
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Envestnet Asset Management | 8.0k | $213k | 100% | Sep 2024 |
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Cambridge Investment Research Advisors | 7.8k | $205k | 100% | Sep 2024 |
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Royal Bank of Canada | 575.00 | $15k | 100% | Sep 2024 |
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Who sold out of Capital Group New Geography?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Citadel Advisors | Jun 2024 | 40k | $998k |
International Assets Investment Management | Sep 2024 | 20k | $739k |