Capital Group Private Client Services, Inc. CGIE CAPITAL GROUP INTERNATIONAL

Ownership history in Capital Group Private Client Services, Inc.  ·  10 quarters on record

AI Ownership Summary

Capital Group Private Client Services, Inc. reported CAPITAL GROUP INTERNATIONAL (CGIE) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.71% in 2026 Q1. The latest visible filing shows CGIE at 0.71% 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 CGIE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Capital Group Private Client Services, Inc.'s position in CAPITAL GROUP INTERNATIONAL, 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

CGIE was reported at 0.71% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.71% in 2026 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 Capital Group Private Client Services, Inc. held CGIE — position size vs. price
% of Fund (quarterly)    CGIE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 1,246,919 +202,449 +19.4% 0.71% $42.2M 2026-05-13 $36.25
2025 Q4 ADDED 1,044,470 +87,223 +9.1% 0.58% $36.4M 2026-02-11 $36.70
2025 Q3 ADDED 957,247 +115,535 +13.7% 0.54% $32.3M 2025-11-13 $34.45
2025 Q2 ADDED 841,712 +168,819 +25.1% 0.24% $27.7M 2025-08-13 $33.03
2025 Q1 ADDED 672,893 +105,493 +18.6% 0.19% $19.7M 2025-05-12 $30.94
2024 Q4 ADDED 567,400 +157,479 +38.4% 0.14% $15.6M 2025-02-13 $29.19
2024 Q3 ADDED 409,921 +88,061 +27.4% 0.12% $12.4M 2024-11-13 $27.67
2024 Q2 ADDED 321,860 +56,988 +21.5% 0.09% $9.2M 2024-08-13 $28.49
2024 Q1 ADDED 264,872 +78,725 +42.3% 0.08% $7.7M 2024-05-14 $28.58
2023 Q4 INITIATED 186,147 0.05% $5.1M 2024-02-13 $26.63

FAQ About Capital Group Private Client Services, Inc. and CGIE

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

How long has Capital Group Private Client Services, Inc. reported owning CGIE?

Capital Group Private Client Services, Inc. reported CGIE across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CGIE position in Capital Group Private Client Services, Inc.'s portfolio?

The largest reported portfolio weight for CGIE was 0.71% in 2026 Q1.

What is the latest reported CGIE position on this page?

The most recent filing on this page is 2026 Q1, when Capital Group Private Client Services, Inc. reported 1,246,919 shares, equal to 0.71% of portfolio, with an estimated market value of $42.2M.

What does the chart on this CGIE ownership page compare?

The chart compares Capital Group Private Client Services, Inc.'s quarterly CGIE 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.

How well did Capital Group Private Client Services, Inc. time their CGIE position?

Based on 13F filing dates vs. subsequent CGIE price moves, Capital Group Private Client Services, Inc. correctly timed 6 out of 9 reported position changes (67%). The annualised alpha on CGIE relative to SPY over the holding period was -5.4%.

← Back to Capital Group Private Client Services, Inc. Holdings