Envision Financial Planning’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Envision Financial Planning’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	$21M	Buy	639,031 +10,083	+2%	+$319K	6.82%	3
2026 Q1	$18.7M	Buy	628,948 +24,819	+4%	+$769K	6.78%	5
2025 Q4	$18.4M	Buy	604,129 +462,425	+326%	+$14M	6.96%	5
2025 Q3	$4.27M	Buy	141,704 +36,960	+35%	+$1.08M	1.81%	15
2025 Q2	$3M	Buy	104,744 +21,646	+26%	+$586K	1.4%	16
2025 Q1	$2.25M	Buy	83,098 +25,984	+45%	+$712K	1.15%	21
2024 Q4	$1.52M	Buy	57,114 +27,775	+95%	+$758K	0.78%	23
2024 Q3	$800K	Buy	+29,339	New	+$765K	0.42%	25

Other funds holding CGCV

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Envision Financial Planning's CGCV Position: Q2 2026 in Review

Envision Financial Planning increased its Capital Group Conservative Equity ETF (CGCV) stake by 1.6% in Q2 2026, buying an estimated $319K and bringing the position to 639,031 shares worth $21M. The position accounts for 6.82% of the portfolio, ranked #3.

Envision Financial Planning first reported a position in CGCV in Q3 2024 and has held it in 8 quarters since. 159 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

Envision Financial Planning held 639,031 shares of Capital Group Conservative Equity ETF worth $21M as of Q2 2026.
Envision Financial Planning bought 10,083 Capital Group Conservative Equity ETF shares in Q2 2026, an estimated $319K.
Capital Group Conservative Equity ETF made up 6.82% of Envision Financial Planning's portfolio in Q2 2026, its #3 holding.
Envision Financial Planning first reported a position in Capital Group Conservative Equity ETF in Q3 2024 and has held it in 8 quarters since.
159 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on Envision Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.