Baird Financial Group

Baird Financial Group’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Baird Financial Group’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
2025 Q2	$4.58M	Buy
2025 Q1	$3.67M	Buy
2024 Q4	$265K	Buy