Capital Group New Geography (CGNG): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of CGNG (all 13F filers)
- LPL Financial8.8 MWealth adviser+1.8 M
- Envestnet Asset Management5.4 MWealth adviser+2.0 M
- Northwestern Mutual Wealth Management4.1 MWealth adviser+921 K
- Wells Fargo3.9 MBank or trading desk+2.3 M
- Capital Group Private Client Services3.7 MWealth adviser+463 K
- Raymond James Financial3.3 MWealth adviser+492 K
- Cetera Investment Advisers2.9 MWealth adviser+476 K
- Benjamin Edwards1.6 MType not verified+237 K
- Bank of America1.5 MBank or trading desk+179 K
- Bank of New York Mellon1.1 MBank or trading desk+72 K
- Shares
- 8.8 M
- Change
- +1.8 M
See more
- Type
- Wealth adviser
- Value
- $330M
- Shares
- 5.4 M
- Change
- +2.0 M
See more
- Type
- Wealth adviser
- Value
- $201M
- Shares
- 4.1 M
- Change
- +921 K
See more
- Type
- Wealth adviser
- Value
- $153M
- Shares
- 3.9 M
- Change
- +2.3 M
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- Type
- Bank or trading desk
- Value
- $145M
- Shares
- 3.7 M
- Change
- +463 K
See more
- Type
- Wealth adviser
- Value
- $137M
- Shares
- 3.3 M
- Change
- +492 K
See more
- Type
- Wealth adviser
- Value
- $124M
- Shares
- 2.9 M
- Change
- +476 K
See more
- Type
- Wealth adviser
- Value
- $108M
- Shares
- 1.6 M
- Change
- +237 K
See more
- Type
- Type not verified
- Value
- $59.1M
- Shares
- 1.5 M
- Change
- +179 K
See more
- Type
- Bank or trading desk
- Value
- $55.5M
- Shares
- 1.1 M
- Change
- +72 K
See more
- Type
- Bank or trading desk
- Value
- $42.0M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗