CWS
CGCV

Confluence Wealth Services’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Confluence Wealth Services’s Portfolio CGCV Stock Details CGCV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$424K Buy
14,811
+494
+3% +$14.1K 0.02% 265
2025
Q1 		$370K Buy
+14,317
New +$370K 0.02% 267