Investment Planning Advisors, Inc.
Position in CGIE — Capital Group International Equity ETF
CIK 2024049
CUMMING, GA
Position in CGIE
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$1,251,610
-$39,828 QoQ
Shares Held
37,008
-0.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CGIE Over Time
Shares Held
Position Value (USD)
All Filings in CGIE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,251,610 | 37,008 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,291,438 | 37,089 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $806,076 | 23,905 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $896,279 | 27,226 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,373,612 | 46,849 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||