Greenleaf Trust’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Greenleaf Trust’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 Q3	$351K	Buy	+10,944	New	+$362K	﹤0.01%	608

Other funds holding CGCV

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Capital Group Private Client Services Los Angeles, California $7.08B AUM 18.32% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

DMKC Advisory Services Des Moines, Iowa $407M AUM 15.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Greenleaf Trust's CGCV Position: Q3 2026 in Review

Greenleaf Trust opened a new position in Capital Group Conservative Equity ETF (CGCV) in Q3 2026: 10,944 shares worth $351K. The stake represents ﹤0.01% of the portfolio and ranks #608 among its holdings.

147 funds tracked by Wall St. Rank hold CGCV as of Q3 2026.

Greenleaf Trust held 10,944 shares of Capital Group Conservative Equity ETF worth $351K as of Q3 2026.
Capital Group Conservative Equity ETF was a new Greenleaf Trust position in Q3 2026.
Capital Group Conservative Equity ETF made up ﹤0.01% of Greenleaf Trust's portfolio in Q3 2026, its #608 holding.
147 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q3 2026.

Based on Greenleaf Trust's 13F filing for Q3 2026, filed 29 Oct 2026.