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CGNG4 quarters
Position history for WAWaverly Advisors, LLC's holdings in CAPITAL GROUP NEW GEOGRAPHY
Yes. Waverly Advisors holds 558,863 shares of CGNG (Capital Group New Geography), worth $20.9M, as of its Q2 2026 13F filing. It reduced the position by 323 shares (-0.1%) from Q1 2026. Waverly Advisors has held CGNG since Q3 2025, across 4 quarterly 13F filings. CGNG is 0.1% of Waverly Advisors' reported 13F portfolio.
Current Value
$20.9M
Current Shares
558,863
Total Value Change
+$3.8M
Total Shares Change
+3,084
Quarter-by-Quarter History
Other major holders of CGNG: LPL Financial LLC, ENVESTNET ASSET MANAGEMENT INC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, WELLS FARGO & COMPANY/MN