CGXU — CAPITAL GROUP INTL FOCUS EQT

Ownership history in ECLECTIC ASSOCIATES INC /ADV  ·  17 quarters on record

AI Ownership Summary

ECLECTIC ASSOCIATES INC /ADV reported CAPITAL GROUP INTL FOCUS EQT (CGXU) in 17 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 14.02% in 2024 Q1. The latest visible filing shows CGXU at 6.61% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CGXU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ECLECTIC ASSOCIATES INC /ADV'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 6.61% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
14.02% 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.

CGXU stock page ECLECTIC ASSOCIATES INC /ADV fund profile ECLECTIC ASSOCIATES INC /ADV full holdings
How ECLECTIC ASSOCIATES INC /ADV held CGXU — position size vs. price
% of Fund (quarterly)    CGXU price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 1,689,674 +104,393 +6.6% 6.61% $49.8M 2026-04-08 $31.28
2025 Q4 ADDED 1,585,281 +91,066 +6.1% 7.31% $46.8M 2026-02-03 $31.56
2025 Q3 ADDED 1,494,215 +29,497 +2.0% 8.13% $44.3M 2025-10-09 $28.99
2025 Q2 ADDED 1,464,718 +66,280 +4.7% 8.64% $39.7M 2025-07-17 $26.09
2025 Q1 ADDED 1,398,438 +123,820 +9.7% 9.17% $34.2M 2025-04-10 $21.42
2024 Q4 ADDED 1,274,618 +32,213 +2.6% 9.30% $31.4M 2025-01-21 $24.33
2024 Q3 ADDED 1,242,405 +16,062 +1.3% 13.22% $33.5M 2024-10-04 $25.38
2024 Q2 ADDED 1,226,343 +34,310 +2.9% 14.02% $31.5M 2024-07-12 $25.49
2024 Q1 ADDED 1,192,033 +30,178 +2.6% 14.02% $30.7M 2024-04-23 $23.82
2023 Q4 ADDED 1,161,855 +8,156 +0.7% 13.31% $27.7M 2024-01-16 $22.11
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CGXU

As of 2026 Q1 — sorted by position size

Armstrong, Fleming & Moore, Inc 10.86% INSPIRION WEALTH ADVISORS, LLC 3Y 7Y 7.42% Lantz Financial LLC 3Y 7Y 3.9% Olistico Wealth, LLC 3Y 1.73% G&S Capital LLC 3Y 7Y 1.36% STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC 1.18% Wealth Science Advisors LLC 0.88% THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.86% Bulwark Capital Corp 0.84% 5T Wealth, LLC 0.67%

FAQ About ECLECTIC ASSOCIATES INC /ADV and CGXU

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

How long has ECLECTIC ASSOCIATES INC /ADV reported owning CGXU?

ECLECTIC ASSOCIATES INC /ADV reported CGXU across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CGXU position in ECLECTIC ASSOCIATES INC /ADV's portfolio?

The largest reported portfolio weight for CGXU was 14.02% in 2024 Q1.

What is the latest reported CGXU position on this page?

The most recent filing on this page is 2026 Q1, when ECLECTIC ASSOCIATES INC /ADV reported 1,689,674 shares, equal to 6.61% of portfolio, with an estimated market value of $49.8M.

What does the chart on this CGXU ownership page compare?

The chart compares ECLECTIC ASSOCIATES INC /ADV'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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