CIA
CGCV

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

Concurrent Investment Advisors’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 		$362K Buy
+11,021
New +$349K ﹤0.01% 1579

Other funds holding CGCV

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Concurrent Investment Advisors's CGCV Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in Capital Group Conservative Equity ETF (CGCV) in Q2 2026: 11,021 shares worth $362K. The stake represents ﹤0.01% of the portfolio and ranks #1579 among its holdings.

159 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

  • Concurrent Investment Advisors held 11,021 shares of Capital Group Conservative Equity ETF worth $362K as of Q2 2026.
  • Capital Group Conservative Equity ETF was a new Concurrent Investment Advisors position in Q2 2026.
  • Capital Group Conservative Equity ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1579 holding.
  • 159 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.