Apollon Wealth Management
CGCV icon

Apollon Wealth Management’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Apollon Wealth Management’s Portfolio CGCV Stock Details CGCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.57M Buy
204,710
+18,257
+10% +$603K 0.08% 214
2026
Q2 		$6.12M Buy
186,453
+23,588
+14% +$746K 0.07% 222
2026
Q1 		$4.86M Buy
162,865
+44,685
+38% +$1.38M 0.08% 224
2025
Q4 		$3.6M Buy
118,180
+21,341
+22% +$646K 0.06% 255
2025
Q3 		$2.92M Buy
96,839
+81,581
+535% +$2.39M 0.05% 303
2025
Q2 		$436K Buy
+15,258
New +$413K 0.01% 848

Other funds holding CGCV

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
DMKC Advisory Services
DMKC Advisory Services Des Moines, Iowa $407M AUM 15.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Clearstead Trust
Clearstead Trust Portland, Maine $790M AUM 27.76% 1-Year Est. Return
Souders Financial Advisors
Souders Financial Advisors Cincinnati, Ohio $1.03B AUM 12.05% 1-Year Est. Return
Confluence Wealth Services
Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return
HighPoint Advisor Group
HighPoint Advisor Group Downers Grove, Illinois $2.86B AUM 18.73% 1-Year Est. Return
Advisornet Financial
Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return
J. Derek Lewis & Associates
J. Derek Lewis & Associates Newport Beach, California $555M AUM 11.63% 1-Year Est. Return

Apollon Wealth Management's CGCV Position: Q3 2026 in Review

Apollon Wealth Management increased its Capital Group Conservative Equity ETF (CGCV) stake by 9.8% in Q3 2026, buying an estimated $603K and bringing the position to 204,710 shares worth $6.57M. The position accounts for 0.08% of the portfolio, ranked #214.

Apollon Wealth Management first reported a position in CGCV in Q2 2025 and has held it in 6 quarters since. 94 funds tracked by Wall St. Rank hold CGCV as of Q3 2026.

  • Apollon Wealth Management held 204,710 shares of Capital Group Conservative Equity ETF worth $6.57M as of Q3 2026.
  • Apollon Wealth Management bought 18,257 Capital Group Conservative Equity ETF shares in Q3 2026, an estimated $603K.
  • Capital Group Conservative Equity ETF made up 0.08% of Apollon Wealth Management's portfolio in Q3 2026, its #214 holding.
  • Apollon Wealth Management first reported a position in Capital Group Conservative Equity ETF in Q2 2025 and has held it in 6 quarters since.
  • 94 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q3 2026.

Based on Apollon Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.