CGXU β€” CAPITAL GROUP INTL FOCUS EQT

Ownership history in Clearview Wealth Advisors LLC  Β·  7 quarters on record

AI Ownership Summary

Clearview Wealth Advisors LLC reported CAPITAL GROUP INTL FOCUS EQT (CGXU) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 3.23% in 2025 Q3. The latest visible filing shows CGXU at 3.12% 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 Clearview Wealth Advisors LLC'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
2025 Q4

CGXU was reported at 3.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.23% in 2025 Q3

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

Time in book
Holding Window
2024 Q2 to 2025 Q4

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 Clearview Wealth Advisors LLC held CGXU β€” position size vs. price
% of Fund (quarterly)    CGXU price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 166,732 -3,555 -2.1% 3.12% $4.9M 2026-02-14 (Est.) $32.11
2025 Q3 ADDED 170,287 +7,026 +4.3% 3.23% $5.0M 2025-10-24 $29.22
2025 Q2 ADDED 163,261 +1,514 +0.9% 3.09% $4.4M 2025-07-29 $26.01
2025 Q1 ADDED 161,747 +4,815 +3.1% 2.96% $4.0M 2025-04-23 $22.83
2024 Q4 ADDED 156,932 +6,295 +4.2% 2.94% $3.9M 2025-01-24 $24.60
2024 Q3 ADDED 150,637 +18,866 +14.3% 3.13% $4.1M 2024-10-15 $24.95
2024 Q2 INITIATED 131,771 β€” β€” 2.96% $3.4M 2024-08-01 $23.76

FAQ About Clearview Wealth Advisors LLC and CGXU

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

How long has Clearview Wealth Advisors LLC reported owning CGXU?

Clearview Wealth Advisors LLC reported CGXU across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported CGXU position in Clearview Wealth Advisors LLC's portfolio?

The largest reported portfolio weight for CGXU was 3.23% in 2025 Q3.

What is the latest reported CGXU position on this page?

The most recent filing on this page is 2025 Q4, when Clearview Wealth Advisors LLC reported 166,732 shares, equal to 3.12% of portfolio, with an estimated market value of $4.9M.

What does the chart on this CGXU ownership page compare?

The chart compares Clearview Wealth Advisors LLC'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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