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 | 8.8M | $330M | 25% | Jun 2026 |
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| Envestnet Asset Management | 5.4M | $201M | 58% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 4.1M | $153M | 29% | Jun 2026 |
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| Wells Fargo & Company | 3.9M | $145M | 150% | Jun 2026 |
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| Capital Group Private Client Services | 3.7M | $137M | 14% | Jun 2026 |
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| Raymond James Financial | 3.3M | $124M | 17% | Jun 2026 |
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| Cetera Investment Advisers | 2.9M | $108M | 20% | Jun 2026 |
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| Benjamin Edwards | 1.6M | $59M | 18% | Jun 2026 |
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| Bank of America Corporation | 1.5M | $56M | 14% | Jun 2026 |
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| Bank of New York Mellon | 1.1M | $42M | 7% | Jun 2026 |
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| Commonwealth Equity Services | 1.1M | $40M | 30% | Jun 2026 |
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| Advisor Group Holdings | 1.1M | $40M | 37% | Jun 2026 |
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| Mml Investors Services | 957k | $36M | 64% | Jun 2026 |
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| Jones Financial Companies, L.L | 926k | $34M | 61% | Jun 2026 |
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| Goss Wealth Management | 796k | $30M | 11% | Jun 2026 |
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| Stifel Financial | 769k | $29M | 88% | Jun 2026 |
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| Royal Bank of Canada | 751k | $27M | 23% | Jun 2026 |
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| Captrust Financial Advisors | 723k | $27M | 1% | Jun 2026 |
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| UBS Group | 670k | $25M | 20% | Jun 2026 |
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| Confluence Wealth Services | 664k | $25M | 29% | Jun 2026 |
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| Garrett Wealth Advisory Group | 628k | $24M | 4% | Jun 2026 |
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| Assetmark | 621k | $23M | 46% | Jun 2026 |
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| Warren Averett Asset Management | 559k | $21M | 0% | Jun 2026 |
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| Merit Financial Group | 557k | $21M | 5% | Jun 2026 |
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| Capital Analysts | 519k | $20M | 18% | Jun 2026 |
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| Petredis Investment Advisors | 514k | $19M | 3% | Jun 2026 |
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| Baird Financial | 509k | $19M | 31% | Jun 2026 |
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| Johnson Bixby & Associates | 499k | $19M | 4% | Jun 2026 |
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| Janney Montgomery Scott | 485k | $18M | 100% | Jun 2026 |
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| Presper Financial Architects | 474k | $18M | 0% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 461k | $17M | 59% | Jun 2026 |
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| Cambridge Investment Research Advisors | 400k | $15M | 4% | Jun 2026 |
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| Private Advisor | 365k | $14M | 11% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 338k | $12M | 100% | Jun 2026 |
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| Beacon Pointe Advisors | 309k | $12M | 1% | Jun 2026 |
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| Concurrent Investment Advisors | 308k | $12M | 24% | Jun 2026 |
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| Rockefeller Capital Management | 306k | $11M | 21% | Jun 2026 |
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| HighTower Advisors | 301k | $11M | 207% | Jun 2026 |
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| SilverOak Wealth Management | 300k | $11M | 1% | Jun 2026 |
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| Compton Financial Group | 289k | $11M | 237% | Jun 2026 |
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| Quadcap Wealth Management | 281k | $11M | 8% | Jun 2026 |
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| Stephens | 266k | $10M | 13% | Jun 2026 |
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| Sentinel Advisory Group | 251k | $9.4M | 100% | Jun 2026 |
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| Lincoln Capital | 243k | $9.1M | 3% | Jun 2026 |
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| Branch Banking & Trust Company | 236k | $8.9M | 7% | Jun 2026 |
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| CLS Investments | 236k | $8.8M | 10% | Jun 2026 |
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| Natixis Asset Management Advisors | 227k | $8.5M | 74% | Jun 2026 |
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| Armor Investment Advisors | 225k | $8.4M | 3% | Jun 2026 |
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| Atria Investments | 204k | $7.6M | 19% | Jun 2026 |
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| Ewa | 201k | $7.5M | 9% | Jun 2026 |
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| Souders Financial Advisors | 200k | $7.5M | 6% | Jun 2026 |
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| Steward Partners Investment Advisory | 199k | $7.5M | 2% | Jun 2026 |
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| Aprio Wealth Management | 199k | $7.5M | -10% | Jun 2026 |
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| Vestmark Advisory Solutions | 189k | $7.1M | 18% | Jun 2026 |
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| Ergawealth Advisors | 176k | $6.6M | 1% | Jun 2026 |
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| Integrated Wealth Concepts | 175k | $6.5M | 143% | Jun 2026 |
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| Code Waechter | 168k | $6.3M | 6% | Jun 2026 |
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| Eagle Bay Advisors | 150k | $5.6M | -1% | Jun 2026 |
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| J. Derek Lewis & Associates | 147k | $5.5M | 15% | Jun 2026 |
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| NewCorp Financial Services | 144k | $5.4M | 5% | Jun 2026 |
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| Gts Securities | 141k | $5.3M | 72% | Jun 2026 |
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| Peapack Gladstone Financial Corp | 137k | $5.1M | 8% | Jun 2026 |
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| ValMark Advisers | 136k | $5.1M | 157% | Jun 2026 |
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| Bleakley Financial Group | 130k | $4.9M | 13% | Jun 2026 |
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| CRA Financial Services | 130k | $4.9M | 5% | Jun 2026 |
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| Lantz Financial | 127k | $4.8M | 16% | Jun 2026 |
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| Strategic Blueprint | 124k | $4.6M | 1% | Jun 2026 |
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| Kestra Advisory Services | 124k | $4.6M | 9% | Jun 2026 |
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| Harbour Investments | 122k | $4.6M | 10% | Jun 2026 |
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| Susquehanna International | 121k | $4.5M | -47% | Jun 2026 |
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| National Wealth Management Group | 120k | $4.5M | -30% | Jun 2026 |
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| NavPoint Financial | 116k | $4.4M | 18% | Jun 2026 |
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| Equity Wealth Partners | 114k | $4.3M | 100% | Jun 2026 |
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| Cullen Frost Bankers | 114k | $4.3M | 63% | Jun 2026 |
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| Mutual Advisors | 111k | $4.1M | 110% | Jun 2026 |
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| DMKC Advisory Services | 110k | $4.1M | 100% | Jun 2026 |
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| Kingsview Wealth Management | 110k | $3.5M | 4% | Mar 2026 |
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| Continuum Advisory | 109k | $4.1M | 100% | Jun 2026 |
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| Stonebridge Financial Group | 109k | $4.1M | 39% | Jun 2026 |
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| Stratos Wealth Partners | 103k | $3.8M | 13% | Jun 2026 |
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| SRS Capital Advisors | 98k | $3.7M | 48772% | Jun 2026 |
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| Western Wealth Management | 98k | $3.7M | -6% | Jun 2026 |
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| Perennial Investment Advisors | 97k | $3.6M | 5% | Jun 2026 |
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| Smartleaf Asset Management | 96k | $3.5M | 0% | Jun 2026 |
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| Gateway Wealth Partners | 94k | $3.5M | 17% | Jun 2026 |
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| Nations Financial Group | 91k | $3.4M | 5% | Jun 2026 |
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| Envestnet Portfolio Solutions | 88k | $3.3M | 54% | Jun 2026 |
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| Evergreen Wealth Partners | 88k | $3.3M | 78% | Jun 2026 |
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| Founders Financial Securities | 88k | $3.3M | 11% | Jun 2026 |
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| Armstrong, Fleming & Moore | 85k | $3.2M | -3% | Jun 2026 |
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| Selby Wealth Management | 81k | $3.1M | 10% | Jun 2026 |
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| Stewardship Concepts Financial Services | 79k | $3.0M | -10% | Jun 2026 |
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| Cambridge Capital Management | 79k | $2.9M | 26% | Jun 2026 |
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| U.S. Capital Wealth Advisors | 77k | $2.4M | 12% | Mar 2026 |
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| Lineweaver Wealth Advisors | 74k | $2.8M | 22% | Jun 2026 |
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| Rothschild Investment | 72k | $2.7M | 3% | Jun 2026 |
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| Clear Creek Financial Management | 69k | $2.6M | 28% | Jun 2026 |
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| Boyer Financial Services | 68k | $2.5M | 11% | Jun 2026 |
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| Independent Financial Group | 66k | $2.5M | 32% | Jun 2026 |
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| Acorn Wealth Advisors | 65k | $2.4M | 8% | Jun 2026 |
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| RFG Advisory | 63k | $2.4M | 232% | Jun 2026 |
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| Cary Street Partners Financial | 59k | $2.2M | 3% | Jun 2026 |
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| Principal Securities | 58k | $2.2M | 21% | Jun 2026 |
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| Cypress Point Wealth Management | 58k | $2.2M | 13% | Jun 2026 |
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| BFSG | 57k | $2.1M | 8% | Jun 2026 |
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| McNamara Financial Services | 57k | $1.8M | -4% | Mar 2026 |
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| Mendel Money Management | 56k | $2.1M | 16% | Jun 2026 |
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| Stablepoint Partners | 53k | $2.0M | 5% | Jun 2026 |
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| Cornell Pochily Investment Advisors | 50k | $1.9M | 4% | Jun 2026 |
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| Equitable Holdings | 48k | $1.8M | -4% | Jun 2026 |
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| Beta Wealth | 48k | $1.8M | -5% | Jun 2026 |
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| AI Financial Services | 48k | $1.8M | 26% | Jun 2026 |
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| Main Street Financial Solutions | 47k | $1.7M | -1% | Jun 2026 |
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| Sagespring Wealth Partners | 46k | $1.7M | 114% | Jun 2026 |
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| PFG Advisors | 45k | $1.7M | 32% | Jun 2026 |
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| Pines Wealth Management | 44k | $1.7M | -1% | Jun 2026 |
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| Global Retirement Partners | 44k | $1.7M | 147% | Jun 2026 |
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| IFG Advisory | 43k | $1.6M | 100% | Jun 2026 |
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| Venture Visionary Partners | 43k | $1.6M | 37% | Jun 2026 |
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| Claro Advisors | 43k | $1.6M | 7% | Jun 2026 |
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| IHT Wealth Management | 42k | $1.6M | 2% | Jun 2026 |
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| Great Valley Advisor Group | 41k | $1.6M | 15% | Jun 2026 |
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| Advisory Services Network | 41k | $1.5M | 10% | Jun 2026 |
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| Mariner Wealth Advisors | 38k | $1.4M | -17% | Jun 2026 |
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| Park Avenue Securities | 35k | $1.3M | 100% | Jun 2026 |
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| Dynamic Advisors Solutions | 34k | $1.3M | 0% | Jun 2026 |
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| LongView Wealth Management | 34k | $1.3M | -16% | Jun 2026 |
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| Intrinsic Value Partners | 33k | $1.2M | 5% | Jun 2026 |
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| Eq Wealth Advisors | 32k | $1.2M | 3% | Jun 2026 |
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| Cornerstone Wealth Management | 31k | $1.2M | 67% | Jun 2026 |
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| BlueChip Wealth Advisors | 30k | $1.1M | 1% | Jun 2026 |
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| Sovran Advisors | 30k | $1.0M | 96% | Jun 2026 |
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| Geneos Wealth Management | 30k | $1.1M | 63% | Jun 2026 |
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| LaSalle St. Investment Advisors | 29k | $1.1M | -1% | Jun 2026 |
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| Beckerman Institutional | 29k | $1.1M | 43% | Jun 2026 |
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| True Blue Financial | 29k | $1.1M | 4% | Jun 2026 |
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| Ubs Global Asset Management Americas | 29k | $1.1M | 0% | Jun 2026 |
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| Lodestone Wealth Management | 29k | $1.1M | -19% | Jun 2026 |
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| HB Wealth Management | 28k | $1.1M | 100% | Jun 2026 |
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| Vise Technologies | 28k | $1.0M | 100% | Jun 2026 |
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| Farther Finance Advisors | 28k | $1.0M | 639% | Jun 2026 |
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| Blueprint Investment Partners | 26k | $988k | 12% | Jun 2026 |
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| Blueprint Financial Advisors | 26k | $988k | 12% | Jun 2026 |
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| Capital Investment Advisory Services | 26k | $985k | 82% | Jun 2026 |
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| Transcendent Capital Group | 26k | $984k | 25% | Jun 2026 |
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| Pensionmark Financial Group | 26k | $826k | 1% | Jun 2026 |
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| Michael Brady & Co | 26k | $971k | 11% | Jun 2026 |
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| HighPoint Advisor | 26k | $958k | 16% | Jun 2026 |
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| Heritage Wealth Management | 25k | $951k | 15% | Jun 2026 |
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| Endeavor Private Wealth | 25k | $940k | -1% | Jun 2026 |
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| Clearview Wealth Management | 25k | $938k | -2% | Jun 2026 |
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| Merited Wealth | 12k | $431k | -64% | Jun 2026 |
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Who sold out of Capital Group New Geography?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Mar 2026 | 440k | $14M |
| Citadel Advisors | Mar 2026 | 133k | $4.2M |
| Flow Traders US | Mar 2026 | 90k | $2.9M |
| Capital Research and Management Company - Division 3 | Mar 2026 | 42k | $1.3M |