EFP
CGCV

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

Envision Financial Planning’s Portfolio CGCV Stock Details CGCV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3M Buy
104,744
+21,646
+26% +$619K 1.4% 16
2025
Q1 		$2.25M Buy
83,098
+25,984
+45% +$705K 1.15% 21
2024
Q4 		$1.52M Buy
57,114
+27,775
+95% +$737K 0.78% 23
2024
Q3 		$800K Buy
+29,339
New +$800K 0.42% 25