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 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 $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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TPF

Tribridge Partners Financial Columbia, Maryland $242M AUM 12.61% 1-Year Est. Return

Envision Financial Planning's CGCV Position: Q1 2026 in Review

Envision Financial Planning increased its Capital Group Conservative Equity ETF (CGCV) stake by 4.1% in Q1 2026, buying an estimated $769K and bringing the position to 628,948 shares worth $18.7M. The position accounts for 6.78% of the portfolio, ranked #5.

Envision Financial Planning first reported a position in CGCV in Q3 2024 and has held it in 7 quarters since. 144 funds tracked by Wall St. Rank hold CGCV as of Q1 2026.

Envision Financial Planning held 628,948 shares of Capital Group Conservative Equity ETF worth $18.7M as of Q1 2026.
Envision Financial Planning bought 24,819 Capital Group Conservative Equity ETF shares in Q1 2026, an estimated $769K.
Capital Group Conservative Equity ETF made up 6.78% of Envision Financial Planning's portfolio in Q1 2026, its #5 holding.
Envision Financial Planning first reported a position in Capital Group Conservative Equity ETF in Q3 2024 and has held it in 7 quarters since.
144 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q1 2026.

Based on Envision Financial Planning's 13F filing for Q1 2026, filed 15 May 2026.