GWM
CGCV

Geneos Wealth Management’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Geneos Wealth Management’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 		$69.6K Buy
2,120
+236
+13% +$7.47K ﹤0.01% 1351
2026
Q1 		$56.2K Buy
1,884
+972
+107% +$30.1K ﹤0.01% 1378
2025
Q4 		$27.8K Buy
+912
New +$27.6K ﹤0.01% 1613
2025
Q3 		– Sell
-1,127
Closed -$32.2K – 3236
2025
Q2 		$32.2K Hold
1,127
– – ﹤0.01% 1796
2025
Q1 		$30.6K Buy
+1,127
New +$30.9K ﹤0.01% 1727

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

Geneos Wealth Management's CGCV Position: Q2 2026 in Review

Geneos Wealth Management increased its Capital Group Conservative Equity ETF (CGCV) stake by 13% in Q2 2026, buying an estimated $7.47K and bringing the position to 2,120 shares worth $69.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1351.

Geneos Wealth Management first reported a position in CGCV in Q1 2025 and has held it in 5 quarters since. 159 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

  • Geneos Wealth Management held 2,120 shares of Capital Group Conservative Equity ETF worth $69.6K as of Q2 2026.
  • Geneos Wealth Management bought 236 Capital Group Conservative Equity ETF shares in Q2 2026, an estimated $7.47K.
  • Capital Group Conservative Equity ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1351 holding.
  • Geneos Wealth Management first reported a position in Capital Group Conservative Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • 159 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.