CGPCS
CGCV

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
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TPF
Tribridge Partners Financial Columbia, Maryland $242M AUM 12.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Capital Group Private Client Services's CGCV Position: Q1 2026 in Review

Capital Group Private Client Services increased its Capital Group Conservative Equity ETF (CGCV) stake by 44% in Q1 2026, buying an estimated $51M and bringing the position to 5,378,772 shares worth $160M. The position accounts for 2.7% of the portfolio, ranked #9.

Capital Group Private Client Services first reported a position in CGCV in Q2 2024 and has held it in 8 quarters since. 144 funds tracked by Wall St. Rank hold CGCV as of Q1 2026.

  • Capital Group Private Client Services held 5,378,772 shares of Capital Group Conservative Equity ETF worth $160M as of Q1 2026.
  • Capital Group Private Client Services bought 1,646,244 Capital Group Conservative Equity ETF shares in Q1 2026, an estimated $51M.
  • Capital Group Conservative Equity ETF made up 2.7% of Capital Group Private Client Services's portfolio in Q1 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 8 quarters since.
  • 144 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q1 2026.

Based on Capital Group Private Client Services's 13F filing for Q1 2026, filed 13 May 2026.