Kestra Private Wealth Services
CGCV icon

Kestra Private Wealth Services’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Kestra Private Wealth Services’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
2025
Q2 		– Sell
-7,785
Closed -$211K – 1694
2025
Q1 		$211K Sell
7,785
-15,546
-67% -$426K ﹤0.01% 1367
2024
Q4 		$619K Sell
23,331
-108
-0.5% -$2.95K 0.01% 832
2024
Q3 		$639K Buy
+23,439
New +$611K 0.01% 779

Other funds holding CGCV

Capital Group Private Client Services
Capital Group Private Client Services Los Angeles, California $7.08B AUM 18.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Tribridge Partners Financial
Tribridge Partners Financial Columbia, Maryland $129M AUM 8.35% 1-Year Est. Return
HighPoint Advisor Group
HighPoint Advisor Group Downers Grove, Illinois $2.86B AUM 18.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
D.J. St. Germain
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
Atria Wealth Solutions
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Evernest Financial Advisors
Evernest Financial Advisors Carmel, Indiana $478M AUM 24% 1-Year Est. Return

Kestra Private Wealth Services's CGCV Position: Q2 2025 in Review

Kestra Private Wealth Services sold out of Capital Group Conservative Equity ETF (CGCV) in Q2 2025, closing a stake of 7,785 shares — an estimated $211K sold.

Kestra Private Wealth Services first reported a position in CGCV in Q3 2024 and held it in 3 quarters. The position peaked at $639K in Q3 2024. 86 funds tracked by Wall St. Rank hold CGCV as of Q2 2025.

  • Kestra Private Wealth Services reported no remaining Capital Group Conservative Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 7,785 Capital Group Conservative Equity ETF shares in Q2 2025, an estimated $211K.
  • Kestra Private Wealth Services first reported a position in Capital Group Conservative Equity ETF in Q3 2024 and held it in 3 quarters.
  • Kestra Private Wealth Services's Capital Group Conservative Equity ETF position peaked at $639K in Q3 2024.
  • 86 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2025.

Based on Kestra Private Wealth Services's 13F filing for Q2 2025, filed 7 Aug 2025.