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 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 $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

Financial Management Network's CGCV Position: Q1 2026 in Review

Financial Management Network increased its Capital Group Conservative Equity ETF (CGCV) stake by 7.4% in Q1 2026, buying an estimated $449K and bringing the position to 210,506 shares worth $6.51M. The position accounts for 1% of the portfolio, ranked #30.

Financial Management Network 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.

Financial Management Network held 210,506 shares of Capital Group Conservative Equity ETF worth $6.51M as of Q1 2026.
Financial Management Network bought 14,481 Capital Group Conservative Equity ETF shares in Q1 2026, an estimated $449K.
Capital Group Conservative Equity ETF made up 1% of Financial Management Network's portfolio in Q1 2026, its #30 holding.
Financial Management Network 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 Financial Management Network's 13F filing for Q1 2026, filed 17 Apr 2026.