HoldingsChannel.com
On this page, we present all of the funds holding CGIE from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding CGIE, with a link to that fund's top holdings. The next columns indicate the amount of CGIE stock held by each of the funds holding CGIE, followed by the CGIE position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 28 funds holding CGIE within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Venturi Wealth Management LLC. For more details on the positions held by Venturi Wealth Management LLC (or by any of the other funds holding CGIE), click the fund name in the "Holder" column of the funds-holding-CGIE table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 Venturi Wealth Management LLC | 1,107,036 | $32,115 | 03/31/2024 |
| CGIE | 1,107,036 | $32,115 | 03/31/2024 |
| Capital International Investors | 462,000 | $12,774 | 12/31/2023 |
| CGIE | 462,000 | $12,774 | 12/31/2023 |
| Capital Group Private Client Services Inc. | 186,147 | $5,147 | 12/31/2023 |
| CGIE | 186,147 | $5,147 | 12/31/2023 |
| LVW Advisors LLC | 170,079 | $4,934 | 03/31/2024 |
| CGIE | 170,079 | $4,934 | 03/31/2024 |
| OLD Mission Capital LLC | 149,809 | $4,142 | 12/31/2023 |
| CGIE | 149,809 | $4,142 | 12/31/2023 |
| Confluence Wealth Services Inc. | 103,831 | $3,012 | 03/31/2024 |
| CGIE | 103,831 | $3,012 | 03/31/2024 |
| Mendota Financial Group LLC | 78,370 | $2,274 | 03/31/2024 |
| CGIE | 78,370 | $2,274 | 03/31/2024 |
| Jane Street Group LLC | 72,492 | $2,004 | 12/31/2023 |
| CGIE | 72,492 | $2,004 | 12/31/2023 |
| Cetera Advisor Networks LLC | 63,930 | $1,768 | 12/31/2023 |
| CGIE | 63,930 | $1,768 | 12/31/2023 |
| Commonwealth Equity Services LLC | 59,775 | $1,653 | 12/31/2023 |
| CGIE | 59,775 | $1,653 | 12/31/2023 |
| Stifel Financial Corp | 52,689 | $1,457 | 12/31/2023 |
| CGIE | 52,689 | $1,457 | 12/31/2023 |
| Cambridge Investment Research Advisors Inc. | 45,635 | $1,324 | 03/31/2024 |
| CGIE | 45,635 | $1,324 | 03/31/2024 |
| Kestra Advisory Services LLC | 38,171 | $1,055 | 12/31/2023 |
| CGIE | 38,171 | $1,055 | 12/31/2023 |
| Envestnet Asset Management Inc. | 27,025 | $747 | 12/31/2023 |
| CGIE | 27,025 | $747 | 12/31/2023 |
| MML Investors Services LLC | 26,503 | $733 | 12/31/2023 |
| CGIE | 26,503 | $733 | 12/31/2023 |
| Private Advisor Group LLC | 22,567 | $624 | 12/31/2023 |
| CGIE | 22,567 | $624 | 12/31/2023 |
| Royal Bank of Canada | 22,302 | $617 | 12/31/2023 |
| CGIE | 22,302 | $617 | 12/31/2023 |
| Advisor Group Holdings Inc. | 21,395 | $592 | 12/31/2023 |
| CGIE | 21,395 | $592 | 12/31/2023 |
| Harbour Investments Inc. | 20,650 | $571 | 12/31/2023 |
| CGIE | 20,650 | $571 | 12/31/2023 |
| Johnson Bixby & Associates LLC | 15,938 | $462 | 03/31/2024 |
| CGIE | 15,938 | $462 | 03/31/2024 |
| Acas LLC | 15,039 | $416 | 12/31/2023 |
| CGIE | 15,039 | $416 | 12/31/2023 |
| Kingsview Wealth Management LLC | 12,616 | $349 | 12/31/2023 |
| CGIE | 12,616 | $349 | 12/31/2023 |
| Cetera Advisors LLC | 10,377 | $287 | 12/31/2023 |
| CGIE | 10,377 | $287 | 12/31/2023 |
| Wayfinding Financial LLC | 8,190 | $226 | 12/31/2023 |
| CGIE | 8,190 | $226 | 12/31/2023 |
| Trueblood Wealth Management LLC | 7,028 | $204 | 03/31/2024 |
| CGIE | 7,028 | $204 | 03/31/2024 |
| US Bancorp DE | 800 | $22 | 12/31/2023 |
| CGIE | 800 | $22 | 12/31/2023 |
| Global Retirement Partners LLC | 720 | $21 | 03/31/2024 |
| CGIE | 720 | $21 | 03/31/2024 |
| AdvisorNet Financial Inc | 117 | $3 | 03/31/2024 |
| CGIE | 117 | $3 | 03/31/2024 |
| Proequities Inc. | 0 | $0 | 12/31/2023 |
| CGIE | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of CGIE
See Details: Top 10 Hedge Funds Holding CGIE
Also See: CGIE Holdings Changes
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