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 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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

DAS

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Apollon Wealth Management's CGCV Position: Q2 2026 in Review

Apollon Wealth Management increased its Capital Group Conservative Equity ETF (CGCV) stake by 14% in Q2 2026, buying an estimated $746K and bringing the position to 186,453 shares worth $6.12M. The position accounts for 0.07% of the portfolio, ranked #222.

Apollon Wealth Management first reported a position in CGCV in Q2 2025 and has held it in 5 quarters since. 159 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

Apollon Wealth Management held 186,453 shares of Capital Group Conservative Equity ETF worth $6.12M as of Q2 2026.
Apollon Wealth Management bought 23,588 Capital Group Conservative Equity ETF shares in Q2 2026, an estimated $746K.
Capital Group Conservative Equity ETF made up 0.07% of Apollon Wealth Management's portfolio in Q2 2026, its #222 holding.
Apollon Wealth Management first reported a position in Capital Group Conservative Equity ETF in Q2 2025 and has held it in 5 quarters since.
159 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.