CGNG β€” CAPITAL GROUP NEW GEOGRAPHY

Ownership history in Capital Group Private Client Services, Inc.  Β·  7 quarters on record

AI Ownership Summary

Capital Group Private Client Services, Inc. reported CAPITAL GROUP NEW GEOGRAPHY (CGNG) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 1.35% in 2025 Q4. The latest visible filing shows CGNG at 1.35% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CGNG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Capital Group Private Client Services, Inc.'s position in CAPITAL GROUP NEW GEOGRAPHY, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CGNG was reported at 1.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.35% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Capital Group Private Client Services, Inc. held CGNG β€” position size vs. price
% of Fund (quarterly)    CGNG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 2,651,446 +220,620 +9.1% 1.35% $84.7M 2026-02-14 (Est.) $34.25
2025 Q3 ADDED 2,430,826 +747,156 +44.4% 1.26% $75.1M 2025-11-13 $31.50
2025 Q2 ADDED 1,683,670 +635,447 +60.6% 0.42% $48.5M 2025-08-13 $29.39
2025 Q1 ADDED 1,048,223 +503,109 +92.3% 0.26% $26.4M 2025-05-12 $26.69
2024 Q4 ADDED 545,114 +266,697 +95.8% 0.12% $13.5M 2025-02-13 $25.83
2024 Q3 ADDED 278,417 +260,470 +1451.3% 0.07% $7.4M 2024-11-13 $24.94
2024 Q2 INITIATED 17,947 β€” β€” 0.00% $448K 2024-08-13 $24.42

FAQ About Capital Group Private Client Services, Inc. and CGNG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Capital Group Private Client Services, Inc. reported owning CGNG?

Capital Group Private Client Services, Inc. reported CGNG across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported CGNG position in Capital Group Private Client Services, Inc.'s portfolio?

The largest reported portfolio weight for CGNG was 1.35% in 2025 Q4.

What is the latest reported CGNG position on this page?

The most recent filing on this page is 2025 Q4, when Capital Group Private Client Services, Inc. reported 2,651,446 shares, equal to 1.35% of portfolio, with an estimated market value of $84.7M.

What does the chart on this CGNG ownership page compare?

The chart compares Capital Group Private Client Services, Inc.'s quarterly CGNG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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