CAPTRUST Financial Advisors
CGCV

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

CAPTRUST Financial Advisors’s Portfolio CGCV Stock Details CGCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.43M Buy
49,826
+20,560
+70% +$588K ﹤0.01% 1149
2025
Q1 		$794K Buy
29,266
+8,640
+42% +$234K ﹤0.01% 1399
2024
Q4 		$547K Buy
20,626
+12,126
+143% +$322K ﹤0.01% 1556
2024
Q3 		$232K Buy
+8,500
New +$232K ﹤0.01% 2046