Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / SHS
-
Total 13F shares
-
14,744,941
-
Share change
-
+3,188,903
-
Total reported value
-
$471,517,883
-
Price per share
-
$31.93
-
Number of holders
-
124
-
Value change
-
+$102,391,445
-
Number of buys
-
100
-
Number of sells
-
15
Institutional Holders of CAPITAL GROUP NEW GEOGRAPHY - SHS (CGNG) as of Q4 2025
As of 31 Dec 2025,
CAPITAL GROUP NEW GEOGRAPHY - SHS (CGNG) was held by
124 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
14,744,941 shares.
The largest 10 holders included
ENVESTNET ASSET MANAGEMENT INC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, Bank of New York Mellon Corp, Merit Financial Group, LLC, PETREDIS INVESTMENT ADVISORS LLC, Johnson Bixby & Associates, LLC, Garrett Wealth Advisory Group, LLC, Cambridge Investment Research Advisors, Inc., Confluence Wealth Services, Inc., and WEALTH ENHANCEMENT ADVISORY SERVICES, LLC.
This page lists
124
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.