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 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 $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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Hartmann Taylor Wealth Management's CGCV Position: Q1 2026 in Review

Hartmann Taylor Wealth Management increased its Capital Group Conservative Equity ETF (CGCV) stake by 15% in Q1 2026, buying an estimated $309K and bringing the position to 75,964 shares worth $2.26M. The position accounts for 1.5% of the portfolio, ranked #18.

Hartmann Taylor Wealth Management first reported a position in CGCV in Q2 2025 and has held it in 4 quarters since. 144 funds tracked by Wall St. Rank hold CGCV as of Q1 2026.

Hartmann Taylor Wealth Management held 75,964 shares of Capital Group Conservative Equity ETF worth $2.26M as of Q1 2026.
Hartmann Taylor Wealth Management bought 9,980 Capital Group Conservative Equity ETF shares in Q1 2026, an estimated $309K.
Capital Group Conservative Equity ETF made up 1.5% of Hartmann Taylor Wealth Management's portfolio in Q1 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 4 quarters since.
144 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q1 2026.

Based on Hartmann Taylor Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.