Carson Wealth (CWM LLC)’s Capital Group U.S. Large Value ETF CGVV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CGVV Stock Details CGVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14K	Buy	+524	New	+$14.7K	﹤0.01%	4632

Other funds holding CGVV

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

VVR Holdings Bellingham, Washington $231M AUM

RFS

RM Financial Services Falmouth, Maine $116M AUM

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CFG

CMC Financial Group Atlanta, Georgia $51M AUM 33.59% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in Capital Group U.S. Large Value ETF (CGVV) in Q1 2026: 524 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #4632 among its holdings.

31 funds tracked by Wall St. Rank hold CGVV as of Q1 2026.

Carson Wealth (CWM LLC) held 524 shares of Capital Group U.S. Large Value ETF worth $14K as of Q1 2026.
Capital Group U.S. Large Value ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
Capital Group U.S. Large Value ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4632 holding.
31 funds tracked by Wall St. Rank held Capital Group U.S. Large Value ETF as of Q1 2026.

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