AWS
CGCV

Atria Wealth Solutions’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Atria Wealth Solutions’s Portfolio CGCV Stock Details CGCV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$7.34M Buy
255,585
+17,420
+7% +$500K 0.17% 140
2025
Q1 		$6.48M Buy
238,165
+214,647
+913% +$5.84M 0.08% 266
2024
Q4 		$624K Hold
23,518
– – 0.01% 1140
2024
Q3 		$643K Buy
+23,518
New +$643K 0.01% 1113