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 | 7.0M | $222M | 55% | Mar 2026 |
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| Envestnet Asset Management | 3.4M | $107M | 33% | Mar 2026 |
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| Capital Group Private Client Services | 3.2M | $101M | 20% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 3.2M | $100M | 82% | Mar 2026 |
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| Cetera Investment Advisers | 2.4M | $76M | 13% | Mar 2026 |
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| Raymond James Financial | 2.1M | $68M | 66% | Dec 2025 |
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| Wells Fargo & Company | 1.6M | $49M | 124% | Mar 2026 |
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| Benjamin Edwards | 1.3M | $42M | 360% | Mar 2026 |
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| Bank of America Corporation | 1.3M | $41M | 100% | Mar 2026 |
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| Bank of New York Mellon | 1.0M | $33M | -1% | Mar 2026 |
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| Commonwealth Equity Services | 831k | $26M | -9% | Mar 2026 |
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| Advisor Group Holdings | 802k | $26M | 163% | Dec 2025 |
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| Captrust Financial Advisors | 630k | $20M | 9% | Dec 2025 |
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| Royal Bank of Canada | 613k | $20M | 8% | Mar 2026 |
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| Garrett Wealth Advisory Group | 602k | $19M | 29% | Mar 2026 |
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| Mml Investors Services | 585k | $19M | 61% | Mar 2026 |
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| Warren Averett Asset Management | 561k | $18M | 1% | Dec 2025 |
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| UBS Group | 557k | $18M | 218205% | Mar 2026 |
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| Merit Financial Group | 530k | $17M | 4% | Mar 2026 |
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| Confluence Wealth Services | 513k | $16M | 13% | Mar 2026 |
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| Petredis Investment Advisors | 501k | $16M | 3% | Mar 2026 |
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| Johnson Bixby & Associates | 482k | $15M | 3% | Mar 2026 |
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| Presper Financial Architects | 474k | $15M | 100% | Mar 2026 |
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| Capital Analysts | 442k | $14M | 21% | Mar 2026 |
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| Jane Street | 440k | $14M | 100% | Mar 2026 |
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| Assetmark | 426k | $13M | 29% | Mar 2026 |
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| Stifel Financial | 410k | $13M | 65% | Mar 2026 |
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| Cambridge Investment Research Advisors | 384k | $12M | -16% | Mar 2026 |
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| Private Advisor | 329k | $10M | 8% | Mar 2026 |
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| SilverOak Wealth Management | 298k | $9.4M | 6% | Mar 2026 |
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| Beacon Pointe Advisors | 280k | $8.9M | 12% | Dec 2025 |
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| Quadcap Wealth Management | 261k | $8.2M | 21% | Mar 2026 |
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| Baird Financial | 254k | $8.1M | 51% | Dec 2025 |
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| Rockefeller Capital Management | 253k | $8.0M | 301% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 251k | $8.0M | 49% | Dec 2025 |
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| Concurrent Investment Advisors | 248k | $7.8M | -2% | Mar 2026 |
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| Stephens | 236k | $7.5M | -25% | Mar 2026 |
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| Lincoln Capital | 236k | $7.4M | 2% | Mar 2026 |
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| Branch Banking & Trust Company | 221k | $7.0M | 322% | Mar 2026 |
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| Aprio Wealth Management | 221k | $7.0M | 18% | Mar 2026 |
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| Jones Financial Companies, L.L | 220k | $7.0M | 65% | Dec 2025 |
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| Armor Investment Advisors | 218k | $6.9M | 12% | Mar 2026 |
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| CLS Investments | 214k | $6.8M | 17% | Mar 2026 |
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| Steward Partners Investment Advisory | 196k | $6.2M | 265% | Mar 2026 |
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| Souders Financial Advisors | 190k | $6.0M | 5% | Mar 2026 |
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| Ewa | 185k | $5.8M | 100% | Mar 2026 |
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| Ergawealth Advisors | 174k | $5.5M | 5% | Mar 2026 |
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| National Wealth Management Group | 171k | $5.4M | 5% | Mar 2026 |
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| Atria Investments | 171k | $5.4M | 1325% | Mar 2026 |
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| Vestmark Advisory Solutions | 161k | $5.1M | 30% | Mar 2026 |
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| Code Waechter | 158k | $5.0M | 100% | Mar 2026 |
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| Eagle Bay Advisors | 152k | $4.8M | 100% | Mar 2026 |
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| NewCorp Financial Services | 137k | $4.3M | 100% | Mar 2026 |
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| Citadel Advisors | 133k | $4.2M | 100% | Mar 2026 |
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| Natixis Asset Management Advisors | 130k | $4.1M | 129% | Mar 2026 |
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| J. Derek Lewis & Associates | 127k | $4.0M | 21% | Mar 2026 |
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| Peapack Gladstone Financial Corp | 127k | $4.0M | -4% | Mar 2026 |
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| CRA Financial Services | 124k | $3.9M | 36% | Mar 2026 |
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| Strategic Blueprint | 123k | $3.9M | 3% | Mar 2026 |
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| Bleakley Financial Group | 115k | $3.6M | 11% | Mar 2026 |
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| Kestra Advisory Services | 113k | $3.6M | 399% | Mar 2026 |
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| Lantz Financial | 110k | $3.5M | 17% | Mar 2026 |
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| Harbour Investments | 110k | $3.5M | 56% | Mar 2026 |
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| Kingsview Wealth Management | 110k | $3.5M | 4% | Mar 2026 |
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| Western Wealth Management | 105k | $3.3M | 146% | Mar 2026 |
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| NavPoint Financial | 98k | $3.1M | 22% | Mar 2026 |
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| HighTower Advisors | 98k | $3.1M | 100% | Mar 2026 |
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| Smartleaf Asset Management | 96k | $2.9M | 11% | Mar 2026 |
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| Perennial Investment Advisors | 93k | $2.9M | 9% | Mar 2026 |
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| Stratos Wealth Partners | 91k | $2.9M | -30% | Mar 2026 |
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| Flow Traders US | 90k | $2.9M | 100% | Mar 2026 |
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| Armstrong, Fleming & Moore | 88k | $2.8M | 3% | Mar 2026 |
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| Stewardship Concepts Financial Services | 88k | $2.8M | 100% | Mar 2026 |
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| Nations Financial Group | 87k | $2.7M | 5% | Mar 2026 |
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| Compton Financial Group | 86k | $2.7M | 100% | Mar 2026 |
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| Gateway Wealth Partners | 80k | $2.5M | 415% | Mar 2026 |
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| Founders Financial Securities | 79k | $2.6M | 91% | Mar 2026 |
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| Stonebridge Financial Group | 78k | $2.5M | 76% | Mar 2026 |
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| U.S. Capital Wealth Advisors | 77k | $2.4M | 12% | Mar 2026 |
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| Selby Wealth Management | 74k | $2.3M | 100% | Mar 2026 |
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| Integrated Wealth Concepts | 72k | $2.3M | 129% | Mar 2026 |
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| Rothschild Investment | 70k | $2.2M | 1034% | Mar 2026 |
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| Cullen Frost Bankers | 70k | $2.2M | 19% | Mar 2026 |
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| Cambridge Capital Management | 63k | $2.0M | 197% | Mar 2026 |
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| Boyer Financial Services | 62k | $2.0M | 16% | Mar 2026 |
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| Lineweaver Wealth Advisors | 60k | $1.9M | 100% | Mar 2026 |
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| Acorn Wealth Advisors | 60k | $1.9M | 16% | Mar 2026 |
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| Cary Street Partners Financial | 58k | $1.8M | -11% | Mar 2026 |
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| Envestnet Portfolio Solutions | 57k | $1.8M | 13% | Mar 2026 |
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| McNamara Financial Services | 57k | $1.8M | -4% | Mar 2026 |
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| Clear Creek Financial Management | 54k | $1.7M | -22% | Mar 2026 |
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| ValMark Advisers | 53k | $1.7M | 71% | Mar 2026 |
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| Mutual Advisors | 53k | $1.7M | 546% | Mar 2026 |
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| BFSG | 53k | $1.7M | 36% | Mar 2026 |
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| Cypress Point Wealth Management | 51k | $1.6M | 83% | Mar 2026 |
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| Beta Wealth | 51k | $1.6M | 0% | Mar 2026 |
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| Stablepoint Partners | 51k | $1.6M | 13% | Mar 2026 |
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| Independent Financial Group | 50k | $1.6M | 37% | Mar 2026 |
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| Equitable Holdings | 50k | $1.6M | 45% | Mar 2026 |
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| Evergreen Wealth Partners | 49k | $1.6M | 100% | Mar 2026 |
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| Mendel Money Management | 48k | $1.5M | 6% | Mar 2026 |
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| Principal Securities | 48k | $1.5M | 17% | Mar 2026 |
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| Cornell Pochily Investment Advisors | 48k | $1.5M | 9% | Mar 2026 |
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| Mariner Wealth Advisors | 45k | $1.4M | 38% | Mar 2026 |
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| Pines Wealth Management | 45k | $1.4M | -4% | Mar 2026 |
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| Capital Research and Management Company - Division 3 | 42k | $1.3M | 2% | Mar 2026 |
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| LongView Wealth Management | 41k | $1.4M | -20% | Mar 2026 |
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| Claro Advisors | 40k | $1.3M | -4% | Mar 2026 |
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| AI Financial Services | 38k | $1.2M | 3% | Mar 2026 |
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| Great Valley Advisor Group | 36k | $1.1M | 129% | Mar 2026 |
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| Lodestone Wealth Management | 35k | $1.1M | 71% | Mar 2026 |
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| Dynamic Advisors Solutions | 34k | $1.1M | 8% | Mar 2026 |
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| Advisory Services Network | 34k | $1.1M | 178% | Dec 2025 |
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| PFG Advisors | 34k | $1.1M | 35% | Mar 2026 |
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| Merited Wealth | 32k | $1.0M | 2% | Mar 2026 |
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| Intrinsic Value Partners | 32k | $993k | 47% | Mar 2026 |
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| Venture Visionary Partners | 31k | $987k | 7% | Mar 2026 |
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| Eq Wealth Advisors | 31k | $983k | 10% | Mar 2026 |
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| BlueChip Wealth Advisors | 30k | $949k | 100% | Mar 2026 |
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| LaSalle St. Investment Advisors | 30k | $937k | 13% | Mar 2026 |
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| Ubs Global Asset Management Americas | 29k | $903k | 100% | Mar 2026 |
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| Main Street Financial Solutions | 29k | $910k | 132% | Dec 2025 |
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| True Blue Financial | 28k | $875k | 100% | Mar 2026 |
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| Pensionmark Financial Group | 26k | $819k | 65% | Mar 2026 |
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| Clearview Wealth Management | 25k | $803k | 100% | Mar 2026 |
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| Endeavor Private Wealth | 25k | $799k | 100% | Mar 2026 |
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| Blueprint Financial Advisors | 24k | $746k | 7% | Mar 2026 |
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| Michael Brady & Co | 23k | $734k | 60% | Mar 2026 |
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| Blueprint Investment Partners | 23k | $721k | 94% | Dec 2025 |
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| Heritage Wealth Management | 22k | $700k | 13% | Mar 2026 |
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| Signature Estate and Investment Advisors | 22k | $684k | 100% | Mar 2026 |
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| Sagespring Wealth Partners | 21k | $677k | 5% | Mar 2026 |
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| Transcendent Capital Group | 21k | $663k | 64% | Mar 2026 |
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| Beckerman Institutional | 20k | $642k | 54% | Mar 2026 |
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| Nova R Wealth | 20k | $630k | 19% | Mar 2026 |
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| Koshinski Asset Management | 20k | $630k | 35% | Mar 2026 |
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| Saxony Capital Management | 20k | $619k | 5% | Mar 2026 |
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| RFG Advisory | 19k | $599k | 5% | Mar 2026 |
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| Cornerstone Wealth Management | 19k | $586k | 30% | Mar 2026 |
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| Sanctuary Advisors | 18k | $575k | -19% | Mar 2026 |
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| Mot | 18k | $574k | 100% | Mar 2026 |
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| Geneos Wealth Management | 18k | $572k | 138% | Mar 2026 |
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| Global Retirement Partners | 18k | $569k | 134% | Dec 2025 |
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| ERn Financial | 18k | $562k | 66% | Mar 2026 |
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| ORG Partners | 17k | $548k | 130% | Dec 2025 |
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| Diversify Wealth Management | 17k | $567k | 100% | Mar 2026 |
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| MAI Wealth Advisors | 16k | $519k | 26% | Mar 2026 |
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| Security Financial Services | 16k | $518k | 18% | Mar 2026 |
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| Prime Capital Investment Advisors | 16k | $516k | 7% | Mar 2026 |
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| Financial Partners Group | 16k | $504k | 100% | Mar 2026 |
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| First Heartland Consultants | 15k | $465k | -80% | Mar 2026 |
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| Gts Securities | 13k | $398k | -76% | Dec 2025 |
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Who sold out of Capital Group New Geography?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Goss Wealth Management | Dec 2025 | 658k | $21M |
| Old Mission Capital | Sep 2025 | 454k | $14M |
| Wealth Enhancement Advisory Services | Dec 2025 | 428k | $14M |
| Janney Montgomery Scott | Dec 2025 | 243k | $7.8M |
| Susquehanna International | Sep 2025 | 185k | $5.7M |
| IFG Advisory | Dec 2025 | 30k | $955k |
| TrueWealth Financial Partners | Dec 2025 | 24k | $777k |
| Park Avenue Securities | Dec 2025 | 23k | $736k |