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CGIE CAPITAL GROUP INTERNATIONAL

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SHS (fund)

Filings received so far for Q3 2026: 15 13F filers report a position in CGIE shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Stonebridge Financial Group, LLC330,321$12.1M0.89%+6,59513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…231,061$8.35M0.01%+78,14513F-HRTimeline
Mendota Financial Group, LLC165,837$6.09M3.78%-15,68713F-HRTimeline
Bill Few Associates, Inc.93,136$3.42M0.71%+4,47513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…81,334$2.99M0.05%+34,86513F-HRTimelineGroup
CLG LLC51,642$1.9M0.39%+1,37113F-HRTimeline
Wisconsin Wealth Advisors, LLC38,995$1.43M1.2%-6013F-HRTimeline
Dynamic Advisor Solutions LLC35,565$1.31M0.04%-4,22913F-HRTimeline
Walleye Partners, LLC26,127$959K1.08%-86613F-HRTimeline
Lincoln Capital LLC15,458$568K0.1%+1,04113F-HRTimeline
Farther Finance Advisors, LLC8,468$311K<0.01%+1,85313F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC6,083$223K0.01%-81013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,200$44K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton51$1.87K<0.01%013F-HRTimeline
Downshift Financial, LLC16$587<0.01%new13F-HRTimeline