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

HB 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	$341K	Buy	+10,400	New	+$329K	﹤0.01%	1304

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

HB Wealth Management's CGCV Position: Q2 2026 in Review

HB Wealth Management opened a new position in Capital Group Conservative Equity ETF (CGCV) in Q2 2026: 10,400 shares worth $341K. The stake represents ﹤0.01% of the portfolio and ranks #1304 among its holdings.

159 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

HB Wealth Management held 10,400 shares of Capital Group Conservative Equity ETF worth $341K as of Q2 2026.
Capital Group Conservative Equity ETF was a new HB Wealth Management position in Q2 2026.
Capital Group Conservative Equity ETF made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1304 holding.
159 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.