Back to MEGI
Pinnacle Wealth Planning Services, Inc. → MEGI
Pinnacle Wealth Planning Services, Inc. MEGI Position History
NYLI CBRE Global Infrastructure Megatrends Term Fund • Utilities
Quarters held
4
Latest value
$90K
Q3 2026
Peak value
$115K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $99K |
| Q1 2026 | $106K |
| Q2 2026 | $115K |
| Q3 2026 | $90K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $90K | 6.7K | — | — |
| Q2 2026 | $115K | 7.6K | — | — |
| Q1 2026 | $106K | 7.2K | — | — |
| Q4 2025 | $99K | 7.2K | — | — |
Other funds holding MEGI
$48.8M
$44.7M
$44.7M
$41.4M
$39.9M
$38.9M
$34.1M
$32.6M