CGNG

CAPITAL GROUP NEW GEOGRAPHY

Institutional Ownership · Q4 2025

Filing: Q4 2025

CAPITAL GROUP NEW GEOGRAPHY (CGNG) is held by 180 institutional investors with combined holdings of $1.0B. Major holders include LPL Financial LLC, Capital Group Private Cli, ENVESTNET ASSET MANAGEMEN.

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Institutional Holders

180

Total Value

$1.0B

Ownership %

—

🏦 Top Institutional Holders

LPL Financial LLC

4.5M shares

$144.7M

Capital Group Private Client Services, Inc.

2.7M shares

$84.7M

ENVESTNET ASSET MANAGEMENT INC

2.6M shares

$81.7M

Cetera Investment Advisers

2.1M shares

$67.6M

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

1.7M shares

$55.5M

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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