Global Retirement Partners’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Global Retirement 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	$542K	Buy	+16,516	New	+$523K	0.01%	990
2025 Q4	$258K	Buy	8,456 +1,493	+21%	+$45.2K	﹤0.01%	1322
2025 Q3	$210K	Buy	6,963 +3,031	+77%	+$89K	﹤0.01%	1152
2025 Q2	$112K	Buy	+3,932	New	+$106K	﹤0.01%	1374

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

Global Retirement Partners's CGCV Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Capital Group Conservative Equity ETF (CGCV) in Q2 2026: 16,516 shares worth $542K. The stake represents 0.01% of the portfolio and ranks #990 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in CGCV as recently as Q4 2025.

Global Retirement Partners first reported a position in CGCV in Q2 2025 and has held it in 4 quarters since. 159 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

Global Retirement Partners held 16,516 shares of Capital Group Conservative Equity ETF worth $542K as of Q2 2026.
Capital Group Conservative Equity ETF was a new Global Retirement Partners position in Q2 2026.
Capital Group Conservative Equity ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #990 holding.
Global Retirement Partners first reported a position in Capital Group Conservative Equity ETF in Q2 2025 and has held it in 4 quarters since.
159 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.