CGNG · Insider trading · 13F holders · Congress trades
Capital Group New Geography (CGNG)
Who is buying and selling CGNG: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 52
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
CGNG at a glance
- No open-market insider purchases or sales of CGNG were filed in the last 90 days.
- 52 13F filers hold CGNG among their 50 largest positions, worth $503.1M combined. The biggest bets by portfolio weight are Presper Financial Architects, LLC (9.3%), Code Waechter LLC (4.2%) and NewCorp Financial Services, Inc. (3.9%). In their latest 13Fs, 0 managers opened a new position and 24 added to one.
- No member of Congress has disclosed a trade in CGNG.
CGNG insider trading
No open-market insider purchases or sales of CGNG were filed in the last 90 days.
Who owns CGNG? Hedge funds and superinvestors
52 13F filers hold CGNG among their 50 largest positions, worth $503.1M combined. The biggest bets by portfolio weight are Presper Financial Architects, LLC (9.3%), Code Waechter LLC (4.2%) and NewCorp Financial Services, Inc. (3.9%). In their latest 13Fs, 0 managers opened a new position and 24 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Capital Group Private Client Services, Inc.Wealth manager | 1.9% | $137.0M | 3,657,623 | +14.5% shares | Q2 2026 |
| Benjamin Edwards IncInvestment manager | 0.5% | $59.1M | 1,578,663 | — | Q2 2026 |
| Confluence Wealth Services, Inc.Wealth manager | 0.7% | $24.9M | 663,785 | +29.4% shares | Q2 2026 |
| Garrett Wealth Advisory Group, LLCWealth manager | 3.5% | $23.0M | 631,764 | +0.6% shares | Q3 2026 |
| Petredis Investment Advisors LLCWealth manager | 1.3% | $19.2M | 525,415 | +2.2% shares | Q3 2026 |
| Johnson Bixby & Associates, LLCWealth manager | 2.0% | $18.6M | 510,174 | +2.2% shares | Q3 2026 |
| Presper Financial Architects, LLCWealth manager | 9.3% | $17.8M | 473,897 | +0.0% shares | Q2 2026 |
| First Pacific FinancialWealth manager | 1.7% | $16.3M | 446,993 | — | Q3 2026 |
| KWB WealthWealth manager | 1.0% | $11.6M | 318,875 | — | Q3 2026 |
| SilverOak Wealth Management LLCWealth manager | 1.3% | $11.1M | 304,012 | +1.3% shares | Q3 2026 |
| Compton Financial Group, LLCWealth manager | 2.1% | $10.8M | 288,762 | +236.5% shares | Q2 2026 |
| Quadcap Wealth Management, LLCWealth manager | 1.0% | $10.5M | 281,070 | +7.7% shares | Q2 2026 |
| Sentinel Advisory Group, LLCWealth manager | 3.8% | $9.3M | 255,354 | +1.7% shares | Q3 2026 |
| Lincoln Capital CorpWealth manager | 2.9% | $8.8M | 242,359 | -0.1% shares | Q3 2026 |
| Code Waechter LLCWealth manager | 4.2% | $8.8M | 241,096 | +43.4% shares | Q3 2026 |
| Armor Investment Advisors, LLCWealth manager | 2.8% | $8.5M | 232,414 | +3.4% shares | Q3 2026 |
| Ewa, LLCWealth manager | 1.4% | $7.5M | 201,323 | +8.8% shares | Q2 2026 |
| Souders Financial AdvisorsWealth manager | 0.8% | $7.5M | 200,363 | +5.5% shares | Q2 2026 |
| Ergawealth Advisors, Inc.Wealth manager | 2.6% | $6.5M | 177,580 | +0.8% shares | Q3 2026 |
| J. Derek Lewis & Associates Inc.Wealth manager | 1.0% | $5.5M | 146,573 | +15.0% shares | Q2 2026 |
| Eagle Bay Advisors LLCWealth manager | 3.9% | $5.4M | 147,715 | -1.6% shares | Q3 2026 |
| NewCorp Financial Services, Inc.Wealth manager | 3.9% | $5.2M | 142,098 | -1.4% shares | Q3 2026 |
| CRA Financial Services, LLCWealth manager | 0.6% | $5.1M | 138,834 | +7.0% shares | Q3 2026 |
| Equity Wealth Partners, LLCWealth manager | 1.7% | $5.0M | 138,080 | +20.9% shares | Q3 2026 |
| Lantz Financial LLCWealth manager | 0.9% | $4.8M | 132,910 | +4.3% shares | Q3 2026 |
| Cambridge Capital Management, LLCWealth manager | 1.8% | $4.7M | 129,979 | +65.2% shares | Q3 2026 |
| NavPoint Financial, Inc.Wealth manager | 1.6% | $4.7M | 127,821 | +10.0% shares | Q3 2026 |
| DMKC Advisory Services, LLCWealth manager | 0.8% | $4.1M | 110,126 | — | Q2 2026 |
| Evergreen Wealth Partners LLCWealth manager | 2.0% | $3.3M | 87,573 | +77.8% shares | Q2 2026 |
| Armstrong, Fleming & Moore, IncWealth manager | 1.0% | $3.1M | 84,391 | -0.7% shares | Q3 2026 |
The 30 largest of 52 positions, by value. Each manager counts with its latest 13F (Q3 2026: 33, Q2 2026: 19). Screen CGNG in the grand portfolio →
CGNG stock trades by members of Congress
No member of Congress has disclosed a trade in CGNG.
CGNG questions and answers
Are insiders buying CGNG stock?
No open-market insider purchases or sales of CGNG were filed in the last 90 days.
Which hedge funds own CGNG?
52 13F filers hold CGNG among their 50 largest positions, worth $503.1M combined. The biggest bets by portfolio weight are Presper Financial Architects, LLC (9.3%), Code Waechter LLC (4.2%) and NewCorp Financial Services, Inc. (3.9%). In their latest 13Fs, 0 managers opened a new position and 24 added to one.
Has Congress traded CGNG?
No member of Congress has disclosed a trade in CGNG.
Who is the largest holder of CGNG?
Among 13F filers, Capital Group Private Client Services, Inc. reports the largest CGNG position, $137.0M (3,657,623 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Presper Financial Architects, LLC's: 9.3% of its portfolio.
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