Olistico Wealth
CGXU icon

Olistico Wealth’s Capital Group International Focus Equity ETF CGXU Stock Holding History

Olistico Wealth’s Portfolio CGXU Stock Details CGXU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.45M Buy
129,911
+1,194
+0.9% +$41.2K 1.86% 10
2026
Q2 		$4.46M Buy
128,717
+9,696
+8% +$322K 1.91% 10
2026
Q1 		$3.51M Buy
119,021
+442
+0.4% +$13.6K 1.73% 11
2025
Q4 		$3.5M Sell
118,579
-15,032
-11% -$452K 1.71% 13
2025
Q3 		$3.96M Buy
133,611
+6,410
+5% +$179K 2.09% 10
2025
Q2 		$3.45M Buy
127,201
+38,754
+44% +$985K 1.92% 11
2025
Q1 		$2.17M Buy
88,447
+10,974
+14% +$281K 1.34% 17
2024
Q4 		$1.91M Buy
77,473
+11,115
+17% +$289K 1.11% 20
2024
Q3 		$1.79M Buy
66,358
+5,346
+9% +$139K 1.09% 21
2024
Q2 		$1.57M Buy
61,012
+5,955
+11% +$154K 1% 23
2024
Q1 		$1.42M Buy
55,057
+3,918
+8% +$96K 1.02% 23
2023
Q4 		$1.22M Sell
51,139
-6,885
-12% -$154K 0.95% 28
2023
Q3 		$1.26M Buy
58,024
+2,567
+5% +$59K 1.13% 21
2023
Q2 		$1.3M Buy
+55,457
New +$1.29M 1.12% 20

Other funds holding CGXU

Inspirion Wealth Advisors
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
Consolidated Planning Corp
Consolidated Planning Corp Atlanta, Georgia $735M AUM 14.62% 1-Year Est. Return
Sterling Investment Counsel
Sterling Investment Counsel Buffalo, New York $437M AUM 21.05% 1-Year Est. Return
Cooper Financial Group
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
James T. Borello RIA
James T. Borello RIA East Dundee, Illinois $482M AUM 14.29% 1-Year Est. Return
Strata Wealth Advisors
Strata Wealth Advisors Dallas, Texas $426M AUM 13.69% 1-Year Est. Return
McGlone Suttner Wealth Management
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
Lantz Financial
Lantz Financial Naperville, Illinois $549M AUM 18.02% 1-Year Est. Return

Olistico Wealth's CGXU Position: Q3 2026 in Review

Olistico Wealth increased its Capital Group International Focus Equity ETF (CGXU) stake by 0.93% in Q3 2026, buying an estimated $41.2K and bringing the position to 129,911 shares worth $4.45M. The position accounts for 1.86% of the portfolio, ranked #10.

Olistico Wealth first reported a position in CGXU in Q2 2023 and has held it in 14 quarters since. The position peaked at $4.46M in Q2 2026. 116 funds tracked by Wall St. Rank hold CGXU as of Q3 2026.

  • Olistico Wealth held 129,911 shares of Capital Group International Focus Equity ETF worth $4.45M as of Q3 2026.
  • Olistico Wealth bought 1,194 Capital Group International Focus Equity ETF shares in Q3 2026, an estimated $41.2K.
  • Capital Group International Focus Equity ETF made up 1.86% of Olistico Wealth's portfolio in Q3 2026, its #10 holding.
  • Olistico Wealth first reported a position in Capital Group International Focus Equity ETF in Q2 2023 and has held it in 14 quarters since.
  • Olistico Wealth's Capital Group International Focus Equity ETF position peaked at $4.46M in Q2 2026.
  • 116 funds tracked by Wall St. Rank held Capital Group International Focus Equity ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.