CGNG: Capital Group New Geography insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Institutional ownership (Q2 2026)
246 institutions reported holding $2.34B of Capital Group New Geography on Form 13F (221 the quarter before). 37 opened a new position and 13 sold out. Shares held by institutions: +28%.
| Largest holders | Shares | Value |
|---|---|---|
| LPL Financial LLC | 8,814,822 | $330.20M |
| ENVESTNET ASSET MANAGEMENT INC | 5,377,346 | $201.44M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4,074,362 | $152.63M |
| WELLS FARGO & COMPANY/MN | 3,880,847 | $145.38M |
| Capital Group Private Client Services, Inc. | 3,657,623 | $137.01M |
| RAYMOND JAMES FINANCIAL INC | 3,304,930 | $123.80M |
| Cetera Investment Advisers | 2,875,984 | $107.73M |
| BENJAMIN EDWARDS INC | 1,578,663 | $59.13M |
| BANK OF AMERICA CORP /DE/ | 1,481,536 | $55.50M |
| Bank of New York Mellon Corp | 1,120,083 | $41.96M |
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