Capital Group Private Client Services’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Capital Group Private Client Services’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	$203M	Buy	6,173,813 +795,041	+15%	+$25.2M	2.86%	9
2026 Q1	$160M	Buy	5,378,772 +1,646,244	+44%	+$51M	2.7%	9
2025 Q4	$114M	Buy	3,732,528 +452,925	+14%	+$13.7M	1.81%	11
2025 Q3	$98.7M	Buy	3,279,603 +828,056	+34%	+$24.3M	1.65%	11
2025 Q2	$70.1M	Buy	2,451,547 +672,899	+38%	+$18.2M	0.61%	39
2025 Q1	$48.2M	Buy	1,778,648 +504,355	+40%	+$13.8M	0.47%	62
2024 Q4	$33.8M	Buy	1,274,293 +624,148	+96%	+$17M	0.31%	80
2024 Q3	$17.7M	Buy	650,145 +604,063	+1,311%	+$15.7M	0.17%	123
2024 Q2	$1.15M	Buy	+46,082	New	+$1.15M	0.01%	224

Other funds holding CGCV

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Capital Group Private Client Services's CGCV Position: Q2 2026 in Review

Capital Group Private Client Services increased its Capital Group Conservative Equity ETF (CGCV) stake by 15% in Q2 2026, buying an estimated $25.2M and bringing the position to 6,173,813 shares worth $203M. The position accounts for 2.86% of the portfolio, ranked #9.

Capital Group Private Client Services first reported a position in CGCV in Q2 2024 and has held it in 9 quarters since. 159 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

Capital Group Private Client Services held 6,173,813 shares of Capital Group Conservative Equity ETF worth $203M as of Q2 2026.
Capital Group Private Client Services bought 795,041 Capital Group Conservative Equity ETF shares in Q2 2026, an estimated $25.2M.
Capital Group Conservative Equity ETF made up 2.86% of Capital Group Private Client Services's portfolio in Q2 2026, its #9 holding.
Capital Group Private Client Services first reported a position in Capital Group Conservative Equity ETF in Q2 2024 and has held it in 9 quarters since.
159 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.