Carson Wealth (CWM LLC)
CGCV

Carson Wealth (CWM LLC)’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Carson Wealth (CWM LLC)’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 		$924 Hold
31
– – ﹤0.01% 5410
2025
Q4 		$1K Buy
+31
New +$939 ﹤0.01% 5317

Other funds holding CGCV

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 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 $424B AUM 22.94% 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

Carson Wealth (CWM LLC)'s CGCV Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Capital Group Conservative Equity ETF (CGCV) position steady in Q1 2026 at 31 shares worth $924. The position accounts for ﹤0.01% of the portfolio, ranked #5410.

Carson Wealth (CWM LLC) first reported a position in CGCV in Q4 2025 and has held it in 2 quarters since. The position peaked at $1K in Q4 2025. 144 funds tracked by Wall St. Rank hold CGCV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 31 shares of Capital Group Conservative Equity ETF worth $924 as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Capital Group Conservative Equity ETF share count unchanged in Q1 2026.
  • Capital Group Conservative Equity ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5410 holding.
  • Carson Wealth (CWM LLC) first reported a position in Capital Group Conservative Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • Carson Wealth (CWM LLC)'s Capital Group Conservative Equity ETF position peaked at $1K in Q4 2025.
  • 144 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.