LWM
CGCV

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

Lodestone Wealth Management’s Portfolio CGCV Stock Details CGCV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$359K Buy
12,546
+2,864
+30% +$81.9K 0.17% 117
2025
Q1 		$263K Buy
+9,682
New +$263K 0.14% 131