Amplius Wealth Advisors’s Capital Group International Core Equity ETF CGIC Stock Holding History

Amplius Wealth Advisors’s Portfolio CGIC Stock Details CGIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$36.9M	Buy	1,025,332 +30,763	+3%	+$1.12M	2.53%	11
2026 Q2	$36.2M	Buy	994,569 +2,188	+0.2%	+$78.1K	2.65%	12
2026 Q1	$32.9M	Sell	992,381 -40,285	-4%	-$1.38M	2.74%	11
2025 Q4	$33.6M	Buy	1,032,666 +16,415	+2%	+$517K	2.82%	11
2025 Q3	$31.3M	Buy	+1,016,251	New	+$30.3M	2.71%	11

Other funds holding CGIC

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Souders Financial Advisors Cincinnati, Ohio $1.03B AUM 12.05% 1-Year Est. Return

Prairie Wealth Advisors Omaha, Nebraska $465M AUM 15% 1-Year Est. Return

Amplius Wealth Advisors's CGIC Position: Q3 2026 in Review

Amplius Wealth Advisors increased its Capital Group International Core Equity ETF (CGIC) stake by 3.1% in Q3 2026, buying an estimated $1.12M and bringing the position to 1,025,332 shares worth $36.9M. The position accounts for 2.53% of the portfolio, ranked #11.

Amplius Wealth Advisors first reported a position in CGIC in Q3 2025 and has held it in 5 quarters since. 134 funds tracked by Wall St. Rank hold CGIC as of Q3 2026.

Amplius Wealth Advisors held 1,025,332 shares of Capital Group International Core Equity ETF worth $36.9M as of Q3 2026.
Amplius Wealth Advisors bought 30,763 Capital Group International Core Equity ETF shares in Q3 2026, an estimated $1.12M.
Capital Group International Core Equity ETF made up 2.53% of Amplius Wealth Advisors's portfolio in Q3 2026, its #11 holding.
Amplius Wealth Advisors first reported a position in Capital Group International Core Equity ETF in Q3 2025 and has held it in 5 quarters since.
134 funds tracked by Wall St. Rank held Capital Group International Core Equity ETF as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.