GWP
CGCV

Gateway Wealth Partners’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Gateway Wealth Partners’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 		$1.55M Sell
47,247
-20,888
-31% -$661K 0.09% 228
2026
Q1 		$2.03M Buy
68,135
+52,156
+326% +$1.62M 0.08% 249
2025
Q4 		$487K Buy
15,979
+7,471
+88% +$226K 0.05% 280
2025
Q3 		$256K Buy
+8,508
New +$250K 0.03% 355

Other funds holding CGCV

Capital International Investors
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Gateway Wealth Partners's CGCV Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Capital Group Conservative Equity ETF (CGCV) stake by 31% in Q2 2026, selling an estimated $661K and leaving 47,247 shares worth $1.55M. The position accounts for 0.09% of the portfolio, ranked #228.

Gateway Wealth Partners first reported a position in CGCV in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.03M in Q1 2026. 159 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

  • Gateway Wealth Partners held 47,247 shares of Capital Group Conservative Equity ETF worth $1.55M as of Q2 2026.
  • Gateway Wealth Partners sold 20,888 Capital Group Conservative Equity ETF shares in Q2 2026, an estimated $661K.
  • Capital Group Conservative Equity ETF made up 0.09% of Gateway Wealth Partners's portfolio in Q2 2026, its #228 holding.
  • Gateway Wealth Partners first reported a position in Capital Group Conservative Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • Gateway Wealth Partners's Capital Group Conservative Equity ETF position peaked at $2.03M in Q1 2026.
  • 159 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.