CGXU — CAPITAL GROUP INTL FOCUS EQT

Ownership history in BetterWealth, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which BetterWealth, LLC reported a position in CAPITAL GROUP INTL FOCUS EQT (CGXU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.77% (2025 Q3)
Avg. % of fund
3.49%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 555,653 +20,769 +3.9% 3.74% $16.4M $29.55
2025 Q3 ADDED 534,884 +9,638 +1.8% 3.77% $15.8M $28.40
2025 Q2 ADDED 525,246 +45,858 +9.6% 3.65% $14.2M $26.01
2025 Q1 ADDED 479,388 +42,223 +9.7% 3.29% $11.7M $23.22
2024 Q4 INITIATED 437,165 — — 2.97% $10.8M $23.40
% of Fund (quarterly)    CGXU price (monthly, adj. close)

Other funds also holding CGXU

As of 2025 Q4 — sorted by position size

Hopwood Financial Services, Inc. 11.81% Armstrong, Fleming & Moore, Inc 10.64% ECLECTIC ASSOCIATES INC /ADV 3Y 7.31% INSPIRION WEALTH ADVISORS, LLC 3Y 7Y 6.84% Sterling Investment Counsel, LLC 3Y 6.07% Gutierrez Wealth Advisory, LLC 5.48% Strata Wealth Advisors, LLC 4.38% Vawter Financial, Ltd. 4.3% DeDora Capital, Inc. 3Y 7Y 4.21% CPC Advisors, LLC 3Y 3.8%
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