Global Retirement Partners’s Capital Group International Equity ETF CGIE Stock Holding History

Global Retirement Partners’s Portfolio CGIE Stock Details CGIE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$688K	Buy	19,764 +5,837	+42%	+$200K	0.01%	790
2025 Q3	$470K	Buy	13,927 +4,987	+56%	+$165K	0.01%	785
2025 Q2	$294K	Buy	+8,940	New	+$278K	0.01%	921
2024 Q4	$93.5K	Buy	3,398 +2,492	+275%	+$71.8K	﹤0.01%	1306
2024 Q3	$27.5K	Sell	906 -9	-1%	-$264	﹤0.01%	1843
2024 Q2	$26.2K	Buy	915 +195	+27%	+$5.63K	﹤0.01%	1846
2024 Q1	$20.9K	Buy	+720	New	+$20.2K	﹤0.01%	1796

Other funds holding CGIE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.22B AUM 24.65% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Global Retirement Partners's CGIE Position: Q4 2025 in Review

Global Retirement Partners increased its Capital Group International Equity ETF (CGIE) stake by 42% in Q4 2025, buying an estimated $200K and bringing the position to 19,764 shares worth $688K. The position accounts for 0.01% of the portfolio, ranked #790.

Global Retirement Partners first reported a position in CGIE in Q1 2024 and has held it in 7 quarters since. 154 funds tracked by Wall St. Rank hold CGIE as of Q4 2025.

Global Retirement Partners held 19,764 shares of Capital Group International Equity ETF worth $688K as of Q4 2025.
Global Retirement Partners bought 5,837 Capital Group International Equity ETF shares in Q4 2025, an estimated $200K.
Capital Group International Equity ETF made up 0.01% of Global Retirement Partners's portfolio in Q4 2025, its #790 holding.
Global Retirement Partners first reported a position in Capital Group International Equity ETF in Q1 2024 and has held it in 7 quarters since.
154 funds tracked by Wall St. Rank held Capital Group International Equity ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.