Baron Wealth Management LLC CGXU β€” CAPITAL GROUP INTL FOCUS EQT

Ownership history in Baron Wealth Management LLC  Β·  2 quarters on record

AI Ownership Summary

Baron Wealth Management LLC reported CAPITAL GROUP INTL FOCUS EQT (CGXU) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 0.07% in 2026 Q2. The latest visible filing shows CGXU at 0.07% 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 Baron Wealth Management 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
2026 Q2

CGXU was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2026 Q2

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

Time in book
Holding Window
2026 Q1 to 2026 Q2

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 Baron Wealth Management LLC held CGXU β€” position size vs. price
% of Fund (quarterly)    CGXU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED β€” β€” β€” 7,928 β€” 0% 0.07% $274K 2026-07-07 $33.86
2026 Q1 INITIATED β€” β€” β€” 7,928 β€” β€” 0.07% $234K 2026-04-16 $31.64

FAQ About Baron Wealth Management 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 Baron Wealth Management LLC reported owning CGXU?

Baron Wealth Management LLC reported CGXU across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported CGXU position in Baron Wealth Management LLC's portfolio?

The largest reported portfolio weight for CGXU was 0.07% in 2026 Q2.

What is the latest reported CGXU position on this page?

The most recent filing on this page is 2026 Q2, when Baron Wealth Management LLC reported 7,928 shares, equal to 0.07% of portfolio, with an estimated market value of $274K.

What does the chart on this CGXU ownership page compare?

The chart compares Baron Wealth Management 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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