SIM
CGIC

Synergy Investment Management’s Capital Group International Core Equity ETF CGIC Stock Holding History

Synergy Investment Management’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
Q2 		$160K Buy
4,400
+1,400
+47% +$50K 0.04% 197
2026
Q1 		$99.3K Buy
+3,000
New +$103K 0.03% 198

Other funds holding CGIC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Synergy Investment Management's CGIC Position: Q2 2026 in Review

Synergy Investment Management increased its Capital Group International Core Equity ETF (CGIC) stake by 47% in Q2 2026, buying an estimated $50K and bringing the position to 4,400 shares worth $160K. The position accounts for 0.04% of the portfolio, ranked #197.

Synergy Investment Management first reported a position in CGIC in Q1 2026 and has held it in 2 quarters since. 220 funds tracked by Wall St. Rank hold CGIC as of Q2 2026.

  • Synergy Investment Management held 4,400 shares of Capital Group International Core Equity ETF worth $160K as of Q2 2026.
  • Synergy Investment Management bought 1,400 Capital Group International Core Equity ETF shares in Q2 2026, an estimated $50K.
  • Capital Group International Core Equity ETF made up 0.04% of Synergy Investment Management's portfolio in Q2 2026, its #197 holding.
  • Synergy Investment Management first reported a position in Capital Group International Core Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 220 funds tracked by Wall St. Rank held Capital Group International Core Equity ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.