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CGICCGIC
4 quarters

Position history for MFMerit Financial Group, LLC's holdings in CAP GROUP INTL CORE EQ

Merit Financial Group, LLC holds 1.2M shares of CGIC (CAP GROUP INTL CORE EQ), worth $42.4M as of 2026-Q2. The position was increased (+3.0% shares). CGIC represents 0.3% of Merit Financial Group, LLC's portfolio.

Current Value

$42.4M

Current Shares

1.2M

Total Value Change

+$9.1M

Total Shares Change

+82,703

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.2M
+3.0%
$42.4M0.3%$36.39
36
2026-Q1
Increased
1.1M
+1.6%
$37.5M0.3%$34.25
35
2025-Q4
Increased
1.1M
+2.9%
$36.2M0.3%$32.64
36
2025-Q3
New
1.1M
-
$33.4M0.3%$30.50
48

Other major holders of CGIC: LPL Financial LLC, ENVESTNET ASSET MANAGEMENT INC, RAYMOND JAMES FINANCIAL INC, OSAIC HOLDINGS, INC.

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