Hartmann Taylor Wealth Management’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Hartmann Taylor 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	$2.23M	Sell	74,834 -1,130	-1%	-$35.8K	1.48%	18
2026 Q1	$2.26M	Buy	75,964 +9,980	+15%	+$309K	1.5%	18
2025 Q4	$2.01M	Buy	65,984 +8,823	+15%	+$267K	1.36%	18
2025 Q3	$1.72M	Buy	57,161 +26,961	+89%	+$791K	1.24%	24
2025 Q2	$864K	Buy	+30,200	New	+$818K	0.72%	27

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

Hartmann Taylor Wealth Management's CGCV Position: Q2 2026 in Review

Hartmann Taylor Wealth Management reduced its Capital Group Conservative Equity ETF (CGCV) stake by 1.5% in Q2 2026, selling an estimated $35.8K and leaving 74,834 shares worth $2.23M. The position accounts for 1.48% of the portfolio, ranked #18.

Hartmann Taylor Wealth Management first reported a position in CGCV in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.26M in Q1 2026. 159 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

Hartmann Taylor Wealth Management held 74,834 shares of Capital Group Conservative Equity ETF worth $2.23M as of Q2 2026.
Hartmann Taylor Wealth Management sold 1,130 Capital Group Conservative Equity ETF shares in Q2 2026, an estimated $35.8K.
Capital Group Conservative Equity ETF made up 1.48% of Hartmann Taylor Wealth Management's portfolio in Q2 2026, its #18 holding.
Hartmann Taylor Wealth Management first reported a position in Capital Group Conservative Equity ETF in Q2 2025 and has held it in 5 quarters since.
Hartmann Taylor Wealth Management's Capital Group Conservative Equity ETF position peaked at $2.26M in Q1 2026.
159 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on Hartmann Taylor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.