Long-term investor
Capital Group Private Client Services, Inc. @capitalgroupprivateclien
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001857666).
Record
- Tracked since 2025-06-30 (441 days), 88 trades recorded
- Returns: week n/a · month n/a · 90 days +15.2% · 6 months n/a · 1 year +21.5% · all +21.5%
- Max drawdown n/a · win rate 40% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- CGGR · 18.7% · long · since 2025-06-30
- CGGO · 14.8% · long · since 2025-06-30
- CGDV · 8.8% · long · since 2025-06-30
- GOOG · 4.3% · long · since 2025-06-30
- CGGE · 4.2% · long · since 2025-06-30
- GOOGL · 3.7% · long · since 2025-06-30
- CGUS · 3.3% · long · since 2025-06-30
- CGDG · 3.3% · long · since 2025-06-30
- CGCV · 2.9% · long · since 2025-06-30
- CGNG · 1.9% · long · since 2025-06-30
- CGXU · 1.8% · long · since 2025-06-30
- CGIC · 1.5% · long · since 2025-06-30