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Plan A Wealth’s Capital Group International Core Equity ETF CGIC Stock Holding History

Plan A Wealth’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 		$340K Buy
9,436
+1,142
+14% +$41.6K 0.12% 116
2026
Q2 		$302K Sell
8,294
-538
-6% -$19.2K 0.13% 125
2026
Q1 		$292K Sell
8,832
-54
-0.6% -$1.85K 0.14% 123
2025
Q4 		$289K Buy
+8,886
New +$280K 0.14% 122

Other funds holding CGIC

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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
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
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Plan A Wealth's CGIC Position: Q3 2026 in Review

Plan A Wealth increased its Capital Group International Core Equity ETF (CGIC) stake by 14% in Q3 2026, buying an estimated $41.6K and bringing the position to 9,436 shares worth $340K. The position accounts for 0.12% of the portfolio, ranked #116.

Plan A Wealth first reported a position in CGIC in Q4 2025 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold CGIC as of Q3 2026.

  • Plan A Wealth held 9,436 shares of Capital Group International Core Equity ETF worth $340K as of Q3 2026.
  • Plan A Wealth bought 1,142 Capital Group International Core Equity ETF shares in Q3 2026, an estimated $41.6K.
  • Capital Group International Core Equity ETF made up 0.12% of Plan A Wealth's portfolio in Q3 2026, its #116 holding.
  • Plan A Wealth first reported a position in Capital Group International Core Equity ETF in Q4 2025 and has held it in 4 quarters since.
  • 9 funds tracked by Wall St. Rank held Capital Group International Core Equity ETF as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.