CGNG — Capital Group New Geography Institutional Holders · Q3 2026
Who owns Capital Group New Geography (CGNG)? 10 institutions reported holding $11.30M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Stonebridge Financial Group, LLC ($4.3M), Stewardship Concepts Financial Services LLC ($2.8M), Venture Visionary Partners LLC ($1.8M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Stonebridge Financial Group, LLC | $4.3M | 116,962 | Added |
| 2 | STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | $2.8M | 76,415 | Trimmed |
| 3 | Venture Visionary Partners LLC | $1.8M | 49,098 | Added |
| 4 | INSPIRION WEALTH ADVISORS, LLC | $700,934 | 19,230 | Added |
| 5 | First Heartland Consultants, Inc. | $625,245 | 17,153 | Added |
| 6 | Lincoln Capital LLC | $357,531 | 9,805 | New |
| 7 | Canandaigua National Trust Co of Florida | $302,754 | 8,306 | New |
| 8 | AVAII WEALTH MANAGEMENT, LLC | $239,677 | 6,499 | Added |
| 9 | Farther Finance Advisors, LLC | $232,369 | 6,375 | Trimmed |
| 10 | CoreCap Advisors, LLC | $3,098 | 85 | Added |
Source: SEC Form 13F filings · as of 2026-09-30