CGXU β€” CAPITAL GROUP INTL FOCUS EQT

Ownership history in Bond & Devick Financial Network, Inc.  Β·  10 quarters on record

AI Ownership Summary

Bond & Devick Financial Network, Inc. reported CAPITAL GROUP INTL FOCUS EQT (CGXU) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.24% in 2024 Q1. The latest visible filing shows CGXU at 0.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CGXU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bond & Devick Financial Network, Inc.'s position in CAPITAL GROUP INTL FOCUS EQT, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CGXU was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bond & Devick Financial Network, Inc. held CGXU β€” position size vs. price
% of Fund (quarterly)    CGXU price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 20,169 β€” 0% 0.17% $595K 2026-04-08 $31.28
2025 Q4 UNCHANGED 20,169 β€” 0% 0.17% $596K 2026-01-14 $30.98
2025 Q3 ADDED 20,169 +1,748 +9.5% 0.18% $597K 2025-11-05 $29.05
2025 Q2 UNCHANGED 18,421 β€” 0% 0.17% $500K 2025-07-11 $25.88
2025 Q1 ADDED 18,421 +1,148 +6.6% 0.16% $451K 2025-04-09 $22.05
2024 Q4 UNCHANGED 17,273 β€” 0% 0.20% $466K 2025-01-14 $23.37
2024 Q3 UNCHANGED 17,273 β€” 0% 0.20% $466K 2024-11-04 $24.54
2024 Q2 UNCHANGED 17,273 β€” 0% 0.24% $444K 2024-07-12 $25.49
2024 Q1 ADDED 17,273 +4,184 +32.0% 0.24% $445K 2024-04-26 $24.04
2023 Q4 INITIATED 13,089 β€” β€” 0.18% $312K 2024-01-10 $22.24

FAQ About Bond & Devick Financial Network, Inc. and CGXU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bond & Devick Financial Network, Inc. reported owning CGXU?

Bond & Devick Financial Network, Inc. reported CGXU across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CGXU position in Bond & Devick Financial Network, Inc.'s portfolio?

The largest reported portfolio weight for CGXU was 0.24% in 2024 Q1.

What is the latest reported CGXU position on this page?

The most recent filing on this page is 2026 Q1, when Bond & Devick Financial Network, Inc. reported 20,169 shares, equal to 0.17% of portfolio, with an estimated market value of $595K.

What does the chart on this CGXU ownership page compare?

The chart compares Bond & Devick Financial Network, Inc.'s quarterly CGXU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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