Summit Financial, LLC
Position in CGIC — Capital Group International Core Equity ETF
CIK 1765536
PARSIPPANY, NJ
Position in CGIC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,314,941
+$878,301 QoQ
Shares Held
146,055
+9.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#21
of 66 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CGIC Over Time
Shares Held
Position Value (USD)
All Filings in CGIC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,314,941 | 146,055 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,436,640 | 133,997 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,733,080 | 114,864 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,952,614 | 95,833 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||