GKWIM
CGCV

Gerber Kawasaki Wealth & Investment Management’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Gerber Kawasaki Wealth & Investment 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
Q1 		$203K Buy
+6,800
New +$211K 0.01% 332

Other funds holding CGCV

Capital International Investors
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TPF
Tribridge Partners Financial Columbia, Maryland $255M AUM 14.36% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's CGCV Position: Q1 2026 in Review

Gerber Kawasaki Wealth & Investment Management opened a new position in Capital Group Conservative Equity ETF (CGCV) in Q1 2026: 6,800 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #332 among its holdings.

144 funds tracked by Wall St. Rank hold CGCV as of Q1 2026.

  • Gerber Kawasaki Wealth & Investment Management held 6,800 shares of Capital Group Conservative Equity ETF worth $203K as of Q1 2026.
  • Capital Group Conservative Equity ETF was a new Gerber Kawasaki Wealth & Investment Management position in Q1 2026.
  • Capital Group Conservative Equity ETF made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q1 2026, its #332 holding.
  • 144 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q1 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q1 2026, filed 7 May 2026.