# CAPITAL GROUP NEW GEOGRAPHY (CGNG)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/CGNG/

- Reporting holders: 10
- Reported value: $11.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $4.3M | 116,962 | 0.3% | 5 |
| [STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC](https://holderbook.com/funds/2105785-stewardship-concepts-financial-services-llc/) | $2.8M | 76,415 | 1.8% | 4 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $1.8M | 49,098 | 0.0% | 5 |
| [INSPIRION WEALTH ADVISORS, LLC](https://holderbook.com/funds/1633448-inspirion-wealth-advisors-llc/) | $700.9K | 19,230 | 0.1% | 2 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $625.2K | 17,153 | 0.0% | 4 |
| [Lincoln Capital LLC](https://holderbook.com/funds/1633862-lincoln-capital-llc/) | $357.5K | 9,805 | 0.1% | 1 |
| [Canandaigua National Trust Co of Florida](https://holderbook.com/funds/1471384-canandaigua-national-trust-co-of-florida/) | $302.8K | 8,306 | 0.2% | 1 |
| [AVAII WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1904431-avaii-wealth-management-llc/) | $239.7K | 6,499 | 0.1% | 5 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $232.4K | 6,375 | 0.0% | 5 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $3.1K | 85 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 10 | $11.3M |
| Q2 2026 | 248 | $2.7B |
| Q1 2026 | 221 | $1.6B |
| Q4 2025 | 191 | $1.1B |
| Q3 2025 | 155 | $837.5M |
| Q2 2025 | 116 | $466.5M |
| Q1 2025 | 84 | $186.1M |
| Q4 2024 | 56 | $89.7M |
| Q3 2024 | 26 | $64.0M |
| Q2 2024 | 5 | $10.8M |