KW
CGCV

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

KWB Wealth’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 		$764K Buy
23,272
+5,943
+34% +$188K 0.07% 94
2026
Q1 		$528K Hold
17,329
– – 0.05% 93
2025
Q4 		$528K Buy
+17,329
New +$525K 0.05% 97

Other funds holding CGCV

DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CA
CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $381M AUM 24.56% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KWB Wealth's CGCV Position: Q2 2026 in Review

KWB Wealth increased its Capital Group Conservative Equity ETF (CGCV) stake by 34% in Q2 2026, buying an estimated $188K and bringing the position to 23,272 shares worth $764K. The position accounts for 0.07% of the portfolio, ranked #94.

KWB Wealth first reported a position in CGCV in Q4 2025 and has held it in 3 quarters since. 20 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

  • KWB Wealth held 23,272 shares of Capital Group Conservative Equity ETF worth $764K as of Q2 2026.
  • KWB Wealth bought 5,943 Capital Group Conservative Equity ETF shares in Q2 2026, an estimated $188K.
  • Capital Group Conservative Equity ETF made up 0.07% of KWB Wealth's portfolio in Q2 2026, its #94 holding.
  • KWB Wealth first reported a position in Capital Group Conservative Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 20 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.