GS
CGCV

GWN Securities’s Capital Group Conservative Equity ETF CGCV Stock Holding History

GWN Securities’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 		$242K Buy
7,369
+37
+0.5% +$1.17K 0.04% 440
2026
Q1 		$219K Buy
+7,332
New +$227K 0.04% 428

Other funds holding CGCV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
TPF
Tribridge Partners Financial Columbia, Maryland $255M AUM 14.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SFA
Souders Financial Advisors Cincinnati, Ohio $994M AUM 18.44% 1-Year Est. Return
HAG
HighPoint Advisor Group Downers Grove, Illinois $2.84B AUM 31.94% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

GWN Securities's CGCV Position: Q2 2026 in Review

GWN Securities increased its Capital Group Conservative Equity ETF (CGCV) stake by 0.5% in Q2 2026, buying an estimated $1.17K and bringing the position to 7,369 shares worth $242K. The position accounts for 0.04% of the portfolio, ranked #440.

GWN Securities first reported a position in CGCV in Q1 2026 and has held it in 2 quarters since. 81 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

  • GWN Securities held 7,369 shares of Capital Group Conservative Equity ETF worth $242K as of Q2 2026.
  • GWN Securities bought 37 Capital Group Conservative Equity ETF shares in Q2 2026, an estimated $1.17K.
  • Capital Group Conservative Equity ETF made up 0.04% of GWN Securities's portfolio in Q2 2026, its #440 holding.
  • GWN Securities first reported a position in Capital Group Conservative Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 81 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.