SARD WEALTH MANAGEMENT GROUP, LLC
Position in CGIC — Capital Group International Core Equity ETF
CIK 2010095
ATLANTA, GA
Position in CGIC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,081,569
+$812,444 QoQ
Shares Held
167,122
+5.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
16.62%
of 13F equity value
Holder Rank
#19
of 66 holders
Holding Since
Jun 2025
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,081,569 | 167,122 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,269,125 | 159,140 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $4,925,407 | 151,551 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $4,354,130 | 141,322 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,683,841 | 126,549 | Shares | Sole | 2025-07-09 | |
| No filing history on record for this holder in this stock. | ||||||