Pure Financial Advisors, LLC CGXU — CAPITAL GROUP INTL FOCUS EQT

Ownership history in Pure Financial Advisors, LLC  ·  5 quarters on record

AI Ownership Summary

Pure Financial Advisors, LLC reported CAPITAL GROUP INTL FOCUS EQT (CGXU) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.01% in 2024 Q4. The latest visible filing shows CGXU at 0.00% 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 Pure Financial 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 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 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.

CGXU stock page Pure Financial Advisors, LLC fund profile Pure Financial Advisors, LLC full holdings
How Pure Financial Advisors, LLC held CGXU — position size vs. price
% of Fund (quarterly)    CGXU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 10,154 +2,048 +25.3% 0.00% $300K 2026-02-04 $31.14
2025 Q3 ADDED — — — 8,106 +263 +3.4% 0.00% $240K 2025-10-20 $29.43
2025 Q2 REDUCED 14.2% +9.0% ❌ 7,843 -1,299 -14.2% 0.00% $213K 2025-07-18 $25.97
2025 Q1 UNCHANGED — — — 9,142 — 0% 0.00% $224K 2025-04-23 $22.83
2024 Q4 INITIATED — — — 9,142 — — 0.01% $226K 2025-01-16 $23.74

🏢 Other funds also holding CGXU

As of 2026 Q1 — sorted by position size

Hopwood Financial Services, Inc. 11.52% Armstrong, Fleming & Moore, Inc 10.86% Main Line Retirement Advisors, LLC 9.91% Summit Investment Advisory Services, LLC 3Y 9.32% Michael Brady & Co., LLC 8.04% Troutman Wealth Management, LLC 7.57% INSPIRION WEALTH ADVISORS, LLC 3Y 7Y 7.42% Sterling Investment Counsel, LLC 3Y 7.06% ECLECTIC ASSOCIATES INC /ADV 3Y 6.61% Worth Financial Advisory Group, LLC 3Y 6.57%

FAQ About Pure Financial 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 Pure Financial Advisors, LLC reported owning CGXU?

Pure Financial Advisors, LLC reported CGXU across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported CGXU position in Pure Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for CGXU was 0.01% in 2024 Q4.

What is the latest reported CGXU position on this page?

The most recent filing on this page is 2025 Q4, when Pure Financial Advisors, LLC reported 10,154 shares, equal to 0.00% of portfolio, with an estimated market value of $300K.

What does the chart on this CGXU ownership page compare?

The chart compares Pure Financial 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.

How well did Pure Financial Advisors, LLC time their CGXU position?

Based on 13F filing dates vs. subsequent CGXU price moves, Pure Financial Advisors, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on CGXU relative to SPY over the holding period was +11.2%.

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