account_balance

Investment manager · 13F filer · SEC CIK 1857666

Capital Group Private Client Services, Inc.

Reported value$7.08Bas of Sep 30, 2026
Positions263 17 new, 14 sold out
Top 10 weight67.7%CGGR alone is 20%
FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
CGGR Capital Group Growth ETF 19.5% Added +4%
CGGO Capital Group GBL Growth Eqt 14.7% Added +5%
CGDV Capital Group Dividend Value 9.3% Added +7%
CGGE Capital Group Global Equity 4.7% Added +14%
GOOG Alphabet Inc. 4.0% Trimmed −3%GOOGL Alphabet Inc. 3.6% Held
CGUS Capital Group Core Equity Et 3.4% Added +3%
CGDG Capital Group Dividend Growe 3.4% Added +3%
CGCV Capital Group Conservative E 3.0% Added +8%
CGNG Capital Group New Geography 2.1% Added +13%
CGXU Capital Group Intl Focus Eqt 1.8% Held
CGIC Capital Group International 1.5% Added +3%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Aug 12, 2026 filing
add_circleNew
  • IUSG $3.26M
  • SKHY $2.81M
  • DBEF $2.54M
  • COHR $2.1M
arrow_upwardAdded
  • CGMM +19%
  • IJR +19%
  • VT +17%
  • CGGE +14%
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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