CGNG

Cap Group New Geography Eq

+$434.9M

Net Activity

Institutions Holding

219

Popularity Rank

#2666

Avg Weight

0.36%

Total Value

$1.6B

Ownership Trend

219 institutions currently hold CGNG, with 176 net buyers and 37 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

37

Net Buying Institutions

176

Key Holders

Key Holders

Top 5 by Value

LF
LPL Financial LLC
$222.1M
EA
Envestnet Asset Management INC
$107.1M
CG
Capital Group Private Client Services, Inc.
$100.9M
NM
Northwestern Mutual Wealth Management Co
$99.6M
RJ
Raymond James Financial INC
$88.8M

Top 5 by Conviction

PF
Presper Financial Architects, LLC
8.89%
SA
Sentinel Advisory Group, LLC
3.75%
GW
Garrett Wealth Advisory Group, LLC
3.38%
LC
Lincoln Capital CORP
2.74%
AI
Armor Investment Advisors, LLC
2.48%
View all 219 holding institutions

Quarterly Activity

Recent Activity

+$1.4B

Total Buy Value

$209.0M

Total Sell Value

New buy41
Trim26
Add135
Sold out11

176

Net Buyers

37

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding CAP GROUP NEW GEOGRAPHY EQ (CGNG)?
Major stakeholders currently include LPL Financial LLC ($222.1M), Envestnet Asset Management INC ($107.1M), Capital Group Private Client Services, Inc. ($100.9M). Based on the latest 13F filings, there are a total of 219 tracked investment funds and institutions maintaining positions in CGNG.
What is the overall institutional sentiment toward CGNG recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $434.9M, driven by 176 managers accumulating shares while 37 reduced their exposure.
Which institutions have been selling or reducing their CGNG positions?
In the latest period, 26 funds trimmed their holdings, and 11 managers completely exited their positions. The aggregate reported sell value was $209.0M.
Are there any notable investors adding CGNG to their portfolios?
Yes, buying activity remains notable. 41 institutions opened new positions in {ticker}, and 135 existing holders added to their shares. The total reported buy value for the quarter amounted to $1.4B.

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