# CAPITAL GROUP NEW GEOGRAPHY SHS

CAPITAL GROUP NEW GEOGRAPHY SHS is a security (CUSIP 14021N105) tracked across SEC portfolio filings. 243 institutional managers reported $2.0B on Form 13F as of 2026-06-30.

## Summary

- Issuer: CAPITAL GROUP NEW GEOGRAPHY
- Class: SHS
- CUSIP: 14021N105
- 13F holders: 243
- 13F value: $2.0B
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 243 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $330.2M | 8,814,822 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $201.4M | 5,377,346 |
| [Capital Group Private Client Services, Inc.](https://search.stillhousedata.com/firm/312837) | Los Angeles, CA | $100.9M | 3,194,933 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | MILWAUKEE, WI | $99.6M | 3,153,794 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $88.8M | 2,813,229 |
| [Cetera Investment Advisers](https://search.stillhousedata.com/firm/105644) | SCHAUMBURG, IL | $75.8M | 2,400,095 |
| BENJAMIN EDWARDS INC | Clayton, MO | $59.1M | 1,578,663 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $49.0M | 1,551,895 |
| Bank of New York Mellon Corp | NEW YORK, NY | $42.0M | 1,120,083 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $41.1M | 1,302,791 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://search.stillhousedata.com/firm/8032) | WALTHAM, MA | $40.3M | 1,076,909 |
| MML INVESTORS SERVICES, LLC | SPRINGFIELD, MA | $35.8M | 956,911 |
| [Confluence Wealth Services, Inc.](https://search.stillhousedata.com/firm/311980) | MCMURRAY, PA | $24.9M | 663,785 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $24.5M | 775,406 |
| Garrett Wealth Advisory Group, LLC | WEATHERFORD, TX | $23.5M | 628,204 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/14021N105.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.