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Cape Investment Advisory’s Capital Group International Core Equity ETF CGIC Stock Holding History

Cape Investment Advisory’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 		$248K Buy
6,879
+2,324
+51% +$84.6K 0.06% 211
2026
Q2 		$166K Buy
+4,555
New +$163K 0.04% 261
2026
Q1 		– Sell
-3,601
Closed -$117K – 1273
2025
Q4 		$117K Buy
3,601
+1,897
+111% +$59.8K 0.04% 276
2025
Q3 		$52.5K Buy
1,704
+1,204
+241% +$35.9K 0.05% 220
2025
Q2 		$14.6K Buy
+500
New +$13.7K 0.01% 570

Other funds holding CGIC

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $863M AUM 14.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 13.83% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
CFG
Cassilly Financial Group Severna Park, Maryland $149M AUM 10.73% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Cape Investment Advisory's CGIC Position: Q3 2026 in Review

Cape Investment Advisory increased its Capital Group International Core Equity ETF (CGIC) stake by 51% in Q3 2026, buying an estimated $84.6K and bringing the position to 6,879 shares worth $248K. The position accounts for 0.06% of the portfolio, ranked #211.

Cape Investment Advisory first reported a position in CGIC in Q2 2025 and has held it in 5 quarters since. 17 funds tracked by Wall St. Rank hold CGIC as of Q3 2026.

  • Cape Investment Advisory held 6,879 shares of Capital Group International Core Equity ETF worth $248K as of Q3 2026.
  • Cape Investment Advisory bought 2,324 Capital Group International Core Equity ETF shares in Q3 2026, an estimated $84.6K.
  • Capital Group International Core Equity ETF made up 0.06% of Cape Investment Advisory's portfolio in Q3 2026, its #211 holding.
  • Cape Investment Advisory first reported a position in Capital Group International Core Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 17 funds tracked by Wall St. Rank held Capital Group International Core Equity ETF as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.