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Tyler-Stone Wealth Management’s Capital Group International Equity ETF CGIE Stock Holding History

Tyler-Stone 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
2025
Q2 		$1.07M Buy
32,586
+2,620
+9% +$81.4K 0.17% 110
2025
Q1 		$879K Buy
29,966
+22,016
+277% +$641K 0.16% 122
2024
Q4 		$219K Buy
7,950
+640
+9% +$18.4K 0.04% 300
2024
Q3 		$222K Buy
+7,310
New +$214K 0.04% 297

Other funds holding CGIE

VWM
Venturi Wealth Management Austin, Texas $2.22B AUM 24.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Tyler-Stone Wealth Management's CGIE Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its Capital Group International Equity ETF (CGIE) stake by 8.7% in Q2 2025, buying an estimated $81.4K and bringing the position to 32,586 shares worth $1.07M. The position accounts for 0.17% of the portfolio, ranked #110.

Tyler-Stone Wealth Management first reported a position in CGIE in Q3 2024 and has held it in 4 quarters since. 118 funds tracked by Wall St. Rank hold CGIE as of Q2 2025.

  • Tyler-Stone Wealth Management held 32,586 shares of Capital Group International Equity ETF worth $1.07M as of Q2 2025.
  • Tyler-Stone Wealth Management bought 2,620 Capital Group International Equity ETF shares in Q2 2025, an estimated $81.4K.
  • Capital Group International Equity ETF made up 0.17% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #110 holding.
  • Tyler-Stone Wealth Management first reported a position in Capital Group International Equity ETF in Q3 2024 and has held it in 4 quarters since.
  • 118 funds tracked by Wall St. Rank held Capital Group International Equity ETF as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.