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 | 3.1M | $95M | 64% | Sep 2025 |
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| Capital Group Private Client Services | 2.4M | $75M | 44% | Sep 2025 |
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| Envestnet Asset Management | 2.2M | $69M | 120% | Sep 2025 |
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| Cetera Investment Advisers | 1.9M | $58M | 44% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 1.4M | $42M | 1393% | Sep 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 | $33M | 100% | Sep 2025 |
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| Commonwealth Equity Services | 785k | $24M | 140% | Sep 2025 |
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| Goss Wealth Management | 596k | $18M | 3% | Sep 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 | 556k | $17M | 100% | Sep 2025 |
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| Johnson Bixby & Associates | 510k | $16M | 3% | Sep 2025 |
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| Merit Financial Group | 498k | $15M | 1633% | Sep 2025 |
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| Petredis Investment Advisors | 489k | $15M | 3% | Sep 2025 |
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| Old Mission Capital | 454k | $14M | 100% | Sep 2025 |
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| Garrett Wealth Advisory Group | 428k | $13M | 5% | Sep 2025 |
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| Confluence Wealth Services | 416k | $13M | 5% | Sep 2025 |
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| Stephens | 368k | $11M | 137% | Sep 2025 |
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| Advisor Group Holdings | 305k | $9.4M | 108% | Sep 2025 |
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| Mml Investors Services | 299k | $9.2M | 61% | Sep 2025 |
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| Capital Analysts | 285k | $8.8M | 84% | Sep 2025 |
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| Private Advisor | 276k | $8.5M | 23% | Sep 2025 |
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| H D Vest Advisory Services | 266k | $7.7M | 323% | Jun 2025 |
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| Beacon Pointe Advisors | 250k | $7.7M | 309% | Sep 2025 |
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| Cambridge Investment Research Advisors | 231k | $7.1M | 12% | Sep 2025 |
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| Assetmark | 229k | $7.1M | 1343% | Sep 2025 |
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| Lincoln Capital | 224k | $6.9M | -1% | Sep 2025 |
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| Benjamin Edwards | 208k | $6.4M | 42% | Sep 2025 |
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| Quadcap Wealth Management | 200k | $6.2M | 18% | Sep 2025 |
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| Citadel Advisors | 198k | $6.1M | 0% | Sep 2025 |
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| Janney Montgomery Scott | 185k | $5.7M | 163% | Sep 2025 |
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| Susquehanna International | 185k | $5.7M | 100% | Sep 2025 |
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| Souders Financial Advisors | 176k | $5.4M | 3% | Sep 2025 |
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| Armor Investment Advisors | 173k | $5.3M | 701% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 168k | $5.2M | 53% | Sep 2025 |
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| Baird Financial | 168k | $5.2M | 51% | Sep 2025 |
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| CLS Investments | 163k | $5.0M | 178% | Sep 2025 |
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| Wells Fargo & Company | 159k | $4.9M | 100% | Sep 2025 |
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| Concurrent Investment Advisors | 141k | $4.3M | 213% | Sep 2025 |
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| Stifel Financial | 136k | $4.2M | 724% | Sep 2025 |
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| Jones Financial Companies, L.L | 133k | $4.1M | 83% | Sep 2025 |
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| Jane Street | 113k | $3.5M | -59% | Sep 2025 |
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| Vestmark Advisory Solutions | 110k | $3.4M | 100% | Sep 2025 |
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| Atria Wealth Solutions | 107k | $3.1M | 8% | Jun 2025 |
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| SilverOak Wealth Management | 106k | $3.3M | 100% | Sep 2025 |
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| Strategic Blueprint | 100k | $3.1M | 8% | Sep 2025 |
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| Bleakley Financial Group | 90k | $2.8M | 1% | Sep 2025 |
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| CRA Financial Services | 87k | $2.7M | 11% | Sep 2025 |
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| Armstrong, Fleming & Moore | 84k | $2.6M | 444% | Sep 2025 |
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| Nations Financial Group | 83k | $2.6M | 7% | Sep 2025 |
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| Stratos Wealth Partners | 82k | $2.5M | 624% | Sep 2025 |
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| Lantz Financial | 79k | $2.4M | 12% | Sep 2025 |
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| Smartleaf Asset Management | 75k | $2.3M | 100% | Sep 2025 |
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| Ergawealth Advisors | 72k | $2.2M | 396% | Sep 2025 |
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| Perennial Investment Advisors | 67k | $2.1M | 12% | Sep 2025 |
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| U.S. Capital Wealth Advisors | 67k | $2.1M | 3% | Sep 2025 |
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| Kingsview Wealth Management | 67k | $2.1M | 206% | Sep 2025 |
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| Cary Street Partners Financial | 64k | $2.0M | -3% | Sep 2025 |
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| Peapack Gladstone Financial Corp | 60k | $1.9M | 354% | Sep 2025 |
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| Clear Creek Financial Management | 60k | $1.8M | 4% | Sep 2025 |
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| McNamara Financial Services | 58k | $1.8M | 2% | Sep 2025 |
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| NavPoint Financial | 55k | $1.7M | 40% | Sep 2025 |
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| Harbour Investments | 52k | $1.6M | 22% | Sep 2025 |
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| Beta Wealth | 51k | $1.6M | -78% | Sep 2025 |
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| Gts Securities | 51k | $1.6M | 22% | Sep 2025 |
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| Mendel Money Management | 48k | $1.5M | 18% | Sep 2025 |
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| Steward Partners Investment Advisory | 47k | $1.5M | 14% | Sep 2025 |
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| Branch Banking & Trust Company | 46k | $1.4M | 242% | Sep 2025 |
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| Cullen Frost Bankers | 45k | $1.4M | 74% | Sep 2025 |
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| Envestnet Portfolio Solutions | 43k | $1.3M | 178% | Sep 2025 |
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| Cornell Pochily Investment Advisors | 42k | $1.3M | 118% | Sep 2025 |
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| Stablepoint Partners | 42k | $1.3M | 6% | Sep 2025 |
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| Capital Research and Management Company - Division 3 | 41k | $1.3M | 1% | Sep 2025 |
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| Western Wealth Management | 40k | $1.2M | 5% | Sep 2025 |
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| AI Financial Services | 34k | $1.1M | 18% | Sep 2025 |
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| Principal Securities | 32k | $980k | 105593% | Sep 2025 |
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| LongView Wealth Management | 32k | $974k | 63% | Sep 2025 |
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| Acorn Wealth Advisors | 31k | $955k | 89% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 29k | $893k | 7% | Sep 2025 |
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| Claro Advisors | 27k | $819k | 5% | Sep 2025 |
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| Eq Wealth Advisors | 26k | $799k | 5% | Sep 2025 |
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| Stonebridge Financial Group | 26k | $790k | 100% | Sep 2025 |
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| IFG Advisory | 26k | $788k | 86% | Sep 2025 |
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| Nova R Wealth | 22k | $693k | 32% | Sep 2025 |
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| Equitable Holdings | 22k | $683k | 23% | Sep 2025 |
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| ValMark Advisers | 22k | $663k | 100% | Sep 2025 |
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| Cypress Point Wealth Management | 21k | $651k | 82% | Sep 2025 |
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| Park Avenue Securities | 20k | $617k | 100% | Sep 2025 |
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| RFG Advisory | 17k | $531k | 61% | Sep 2025 |
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| Founders Financial Securities | 17k | $517k | 7% | Sep 2025 |
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| Kestra Advisory Services | 16k | $503k | 24% | Sep 2025 |
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| Mariner Wealth Advisors | 16k | $491k | 2% | Sep 2025 |
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| Moloney Securities Asset Management | 16k | $487k | -53% | Sep 2025 |
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| Integrated Wealth Concepts | 16k | $482k | 100% | Sep 2025 |
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| Sagespring Wealth Partners | 15k | $476k | 32% | Sep 2025 |
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| Pensionmark Financial Group | 15k | $466k | 112% | Sep 2025 |
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| Sovran Advisors | 15k | $475k | 5% | Sep 2025 |
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| Lodestone Wealth Management | 14k | $440k | 14% | Sep 2025 |
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| Pines Wealth Management | 14k | $438k | -1% | Sep 2025 |
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| Great Valley Advisor Group | 13k | $395k | 32% | Sep 2025 |
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| Beckerman Institutional | 13k | $391k | 18% | Sep 2025 |
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| Advisory Services Network | 12k | $379k | 1% | Sep 2025 |
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| Main Street Financial Solutions | 12k | $379k | 100% | Sep 2025 |
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| William Mack & Associates | 12k | $343k | 0% | Jun 2025 |
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| Blueprint Investment Partners | 12k | $360k | 100% | Sep 2025 |
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| Blueprint Financial Advisors | 12k | $360k | 100% | Sep 2025 |
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| Main Line Retirement Advisors | 11k | $346k | 0% | Sep 2025 |
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| Tempus Wealth Planning | 11k | $344k | 100% | Sep 2025 |
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| Glaxis Capital Management | 11k | $337k | 0% | Sep 2025 |
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| Natixis Asset Management Advisors | 11k | $336k | 100% | Sep 2025 |
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| Venture Visionary Partners | 11k | $332k | 100% | Sep 2025 |
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| MAI Wealth Advisors | 11k | $331k | 76% | Sep 2025 |
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| Security Financial Services | 11k | $330k | 100% | Sep 2025 |
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| PFG Advisors | 11k | $328k | 100% | Sep 2025 |
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| Intrinsic Value Partners | 11k | $323k | 15% | Sep 2025 |
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| Gateway Wealth Partners | 10k | $316k | 100% | Sep 2025 |
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| Transcendent Capital Group | 10k | $311k | 1% | Sep 2025 |
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| Capital Investment Advisory Services | 9.8k | $303k | 40% | Sep 2025 |
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| Spire Wealth Management | 8.9k | $275k | 100% | Sep 2025 |
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| Koshinski Asset Management | 8.9k | $275k | 100% | Sep 2025 |
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| Mutual Advisors | 8.1k | $254k | 100% | Sep 2025 |
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| Global Retirement Partners | 7.6k | $236k | 61% | Sep 2025 |
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| Florida Financial Advisors | 7.5k | $232k | 100% | Sep 2025 |
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| ORG Partners | 7.5k | $231k | 51% | Sep 2025 |
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| Richmond Investment Services | 7.4k | $228k | 100% | Sep 2025 |
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| Cambridge Capital Management | 7.0k | $217k | 100% | Sep 2025 |
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| Sar Wealth Management Group | 6.9k | $214k | 100% | Sep 2025 |
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| Avaii Wealth Management | 6.7k | $207k | 100% | Sep 2025 |
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| Centaurus Financial | 5.1k | $156k | 1% | Sep 2025 |
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| Sittner & Nelson | 5.0k | $153k | 281% | Sep 2025 |
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| Brian McDonald | 3.8k | $119k | 18% | Sep 2025 |
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| Ameritas Advisory Services | 3.4k | $106k | 100% | Sep 2025 |
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| Rothschild Investment | 3.2k | $99k | 0% | Sep 2025 |
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| Private Trust Co Na | 2.8k | $86k | 0% | Sep 2025 |
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| Transamerica Financial Advisors | 2.2k | $68k | 100% | Sep 2025 |
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| BFSG | 1.0k | $32k | 100% | Sep 2025 |
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| Geneos Wealth Management | 981.00 | $30k | 100% | Sep 2025 |
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| Farther Finance Advisors | 921.00 | $29k | 100% | Sep 2025 |
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| GPS Wealth Strategies Group | 648.00 | $20k | 100% | Sep 2025 |
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| IFP Advisors | 642.00 | $20k | 0% | Sep 2025 |
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| Morgan Stanley | 617.00 | $18k | 100% | Jun 2025 |
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| Atlantic Trust | 477.00 | $15k | 100% | Sep 2025 |
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| Jpmorgan Chase & Co | 368.00 | $11k | 100% | Sep 2025 |
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| Nbc Securities | 287.00 | $8.9k | 100% | Sep 2025 |
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| UBS Group | 255.00 | $7.9k | 100% | Sep 2025 |
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| Creative Financial Designs | 125.00 | $3.9k | 100% | Sep 2025 |
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| Exchange Traded Concepts | 61.00 | $1.9k | -99% | Sep 2025 |
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| Hanson McClain Advisors | 59.00 | $1.8k | 0% | Sep 2025 |
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| AdvisorNet Financial | 50.00 | $1.5k | 0% | Sep 2025 |
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Who sold out of Capital Group New Geography?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Flow Traders US | Jun 2025 | 115k | $3.3M |
| Capital A Wealth Management | Mar 2025 | 357.00 | $9.0k |