GSWM
CGCV

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

Golden State 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 		$310K Sell
9,453
-54,703
-85% -$1.73M 0.03% 349
2026
Q1 		$1.91M Buy
64,156
+8,860
+16% +$275K 0.21% 99
2025
Q4 		$1.69M Buy
+55,296
New +$1.67M 0.18% 101

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

Golden State Wealth Management's CGCV Position: Q2 2026 in Review

Golden State Wealth Management reduced its Capital Group Conservative Equity ETF (CGCV) stake by 85% in Q2 2026, selling an estimated $1.73M and leaving 9,453 shares worth $310K. The position accounts for 0.03% of the portfolio, ranked #349.

Golden State Wealth Management first reported a position in CGCV in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.91M in Q1 2026. 159 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

  • Golden State Wealth Management held 9,453 shares of Capital Group Conservative Equity ETF worth $310K as of Q2 2026.
  • Golden State Wealth Management sold 54,703 Capital Group Conservative Equity ETF shares in Q2 2026, an estimated $1.73M.
  • Capital Group Conservative Equity ETF made up 0.03% of Golden State Wealth Management's portfolio in Q2 2026, its #349 holding.
  • Golden State Wealth Management first reported a position in Capital Group Conservative Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • Golden State Wealth Management's Capital Group Conservative Equity ETF position peaked at $1.91M in Q1 2026.
  • 159 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.