Concurrent Investment Advisors’s Capital Group U.S. Large Value ETF CGVV Stock Holding History

Concurrent Investment Advisors’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	$15M	Buy	+559,215	New	+$15.6M	0.16%	132

Other funds holding CGVV

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

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

BIA

BHK Investment Advisors Birmingham, Alabama $299M AUM 13.28% 1-Year Est. Return

Concurrent Investment Advisors's CGVV Position: Q1 2026 in Review

Concurrent Investment Advisors opened a new position in Capital Group U.S. Large Value ETF (CGVV) in Q1 2026: 559,215 shares worth $15M. The stake represents 0.16% of the portfolio and ranks #132 among its holdings.

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

Concurrent Investment Advisors held 559,215 shares of Capital Group U.S. Large Value ETF worth $15M as of Q1 2026.
Capital Group U.S. Large Value ETF was a new Concurrent Investment Advisors position in Q1 2026.
Capital Group U.S. Large Value ETF made up 0.16% of Concurrent Investment Advisors's portfolio in Q1 2026, its #132 holding.
31 funds tracked by Wall St. Rank held Capital Group U.S. Large Value ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.