Question 1

How many shares of CGNG does LPL Financial LLC own?

Accepted Answer

As of 2026-Q2, LPL Financial LLC holds 8.8M shares of CGNG (CAPITAL GROUP NEW GEOGRAPHY).

Question 2

What is LPL Financial LLC's CGNG position worth?

Accepted Answer

As of 2026-Q2, LPL Financial LLC's CGNG position is worth $330.2M.

Question 3

Is LPL Financial LLC buying or selling CGNG?

Accepted Answer

In 2026-Q2, LPL Financial LLC increased their CGNG position (+25.3% change in shares).

Question 4

When did LPL Financial LLC first buy CGNG?

Accepted Answer

Based on available 13F filings, LPL Financial LLC first reported a position in CGNG in 2024-Q4. They have held the position across 7 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	8.8M	+25.3%	$330.2M	0.1%	$37.46	38
2026-Q1	Increased	7M	+55.2%	$222.1M	0.1%	$32.86	43
2025-Q4	Increased	4.5M	+48.1%	$144.7M	0.0%	$32.05	42
2025-Q3	Increased	3.1M	+64.3%	$94.6M	0.0%	$30.61	44
2025-Q2	Increased	1.9M	+1574.7%	$53.7M	0.0%	$28.48	47
2025-Q1	Increased	111,229	+190.3%	$2.8M	0.0%	$25.13	42
2024-Q4	New	38,318	-	$949,131	0.0%	$24.73	35

CGNG7 quarters

CGNG
7 quarters