CIM
CGCV

Capital Investment Management’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Capital Investment 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 		$358K Buy
10,916
+3,344
+44% +$106K 0.11% 93
2026
Q1 		$226K Buy
7,572
+582
+8% +$18K 0.08% 119
2025
Q4 		$213K Buy
+6,990
New +$212K 0.07% 115

Other funds holding CGCV

DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
PWM
Pines Wealth Management Southern Pines, North Carolina $348M AUM 33.61% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Capital Investment Management's CGCV Position: Q2 2026 in Review

Capital Investment Management increased its Capital Group Conservative Equity ETF (CGCV) stake by 44% in Q2 2026, buying an estimated $106K and bringing the position to 10,916 shares worth $358K. The position accounts for 0.11% of the portfolio, ranked #93.

Capital Investment Management first reported a position in CGCV in Q4 2025 and has held it in 3 quarters since. 43 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

  • Capital Investment Management held 10,916 shares of Capital Group Conservative Equity ETF worth $358K as of Q2 2026.
  • Capital Investment Management bought 3,344 Capital Group Conservative Equity ETF shares in Q2 2026, an estimated $106K.
  • Capital Group Conservative Equity ETF made up 0.11% of Capital Investment Management's portfolio in Q2 2026, its #93 holding.
  • Capital Investment Management first reported a position in Capital Group Conservative Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 43 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on Capital Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.