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
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 $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 $374B AUM 17.66% 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 $242M AUM 12.61% 1-Year Est. Return

Golden State Wealth Management's CGCV Position: Q1 2026 in Review

Golden State Wealth Management increased its Capital Group Conservative Equity ETF (CGCV) stake by 16% in Q1 2026, buying an estimated $275K and bringing the position to 64,156 shares worth $1.91M. The position accounts for 0.21% of the portfolio, ranked #99.

Golden State Wealth Management first reported a position in CGCV in Q4 2025 and has held it in 2 quarters since. 144 funds tracked by Wall St. Rank hold CGCV as of Q1 2026.

  • Golden State Wealth Management held 64,156 shares of Capital Group Conservative Equity ETF worth $1.91M as of Q1 2026.
  • Golden State Wealth Management bought 8,860 Capital Group Conservative Equity ETF shares in Q1 2026, an estimated $275K.
  • Capital Group Conservative Equity ETF made up 0.21% of Golden State Wealth Management's portfolio in Q1 2026, its #99 holding.
  • Golden State Wealth Management first reported a position in Capital Group Conservative Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 144 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.