Financial Management Network’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Financial Management Network’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	$8.13M	Buy	247,291 +36,785	+17%	+$1.16M	1.17%	22
2026 Q1	$6.51M	Buy	210,506 +14,481	+7%	+$449K	1%	30
2025 Q4	$6.01M	Buy	196,025 +32,568	+20%	+$986K	0.95%	30
2025 Q3	$4.96M	Buy	163,457 +21,765	+15%	+$639K	0.82%	34
2025 Q2	$4.1M	Buy	141,692 +71,854	+103%	+$1.95M	0.74%	36
2025 Q1	$1.72M	Buy	69,838 +39,836	+133%	+$1.09M	0.39%	53
2024 Q4	$801K	Buy	30,002 +12,027	+67%	+$328K	0.17%	83
2024 Q3	$490K	Buy	+17,975	New	+$468K	0.1%	114

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

Financial Management Network's CGCV Position: Q2 2026 in Review

Financial Management Network increased its Capital Group Conservative Equity ETF (CGCV) stake by 17% in Q2 2026, buying an estimated $1.16M and bringing the position to 247,291 shares worth $8.13M. The position accounts for 1.17% of the portfolio, ranked #22.

Financial Management Network 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.

Financial Management Network held 247,291 shares of Capital Group Conservative Equity ETF worth $8.13M as of Q2 2026.
Financial Management Network bought 36,785 Capital Group Conservative Equity ETF shares in Q2 2026, an estimated $1.16M.
Capital Group Conservative Equity ETF made up 1.17% of Financial Management Network's portfolio in Q2 2026, its #22 holding.
Financial Management Network 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 Financial Management Network's 13F filing for Q2 2026, filed 6 Aug 2026.