Lodestone Wealth Management’s Capital Group International Equity ETF CGIE Stock Holding History

Lodestone Wealth Management’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
2026 Q3	$587K	Buy	15,995 +224	+1%	+$8.33K	0.2%	105
2026 Q2	$580K	Sell	15,771 -3,718	-19%	-$134K	0.2%	105
2026 Q1	$659K	Buy	19,489 +10,363	+114%	+$368K	0.26%	85
2025 Q4	$318K	Buy	+9,126	New	+$313K	0.13%	135

Other funds holding CGIE

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

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

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

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.31B AUM 21.24% 1-Year Est. Return

Freedom Financial Partners Oakdale, Minnesota $305M AUM 12.88% 1-Year Est. Return

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

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Lodestone Wealth Management's CGIE Position: Q3 2026 in Review

Lodestone Wealth Management increased its Capital Group International Equity ETF (CGIE) stake by 1.4% in Q3 2026, buying an estimated $8.33K and bringing the position to 15,995 shares worth $587K. The position accounts for 0.2% of the portfolio, ranked #105.

Lodestone Wealth Management first reported a position in CGIE in Q4 2025 and has held it in 4 quarters since. The position peaked at $659K in Q1 2026. 90 funds tracked by Wall St. Rank hold CGIE as of Q3 2026.

Lodestone Wealth Management held 15,995 shares of Capital Group International Equity ETF worth $587K as of Q3 2026.
Lodestone Wealth Management bought 224 Capital Group International Equity ETF shares in Q3 2026, an estimated $8.33K.
Capital Group International Equity ETF made up 0.2% of Lodestone Wealth Management's portfolio in Q3 2026, its #105 holding.
Lodestone Wealth Management first reported a position in Capital Group International Equity ETF in Q4 2025 and has held it in 4 quarters since.
Lodestone Wealth Management's Capital Group International Equity ETF position peaked at $659K in Q1 2026.
90 funds tracked by Wall St. Rank held Capital Group International Equity ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.