HAIM
CGCV

Hunter Associates Investment Management’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Hunter Associates Investment 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 		$210K Buy
+6,415
New +$203K 0.02% 284

Other funds holding CGCV

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Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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 $43.3B AUM 29.3% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BC
Bulwark Capital Fernandina Beach, Florida $178M AUM 11.44% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Hunter Associates Investment Management's CGCV Position: Q2 2026 in Review

Hunter Associates Investment Management opened a new position in Capital Group Conservative Equity ETF (CGCV) in Q2 2026: 6,415 shares worth $210K. The stake represents 0.02% of the portfolio and ranks #284 among its holdings.

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

  • Hunter Associates Investment Management held 6,415 shares of Capital Group Conservative Equity ETF worth $210K as of Q2 2026.
  • Capital Group Conservative Equity ETF was a new Hunter Associates Investment Management position in Q2 2026.
  • Capital Group Conservative Equity ETF made up 0.02% of Hunter Associates Investment Management's portfolio in Q2 2026, its #284 holding.
  • 48 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on Hunter Associates Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.