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

Lodestone 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	$421K	Buy	12,835 +52	+0.4%	+$1.65K	0.15%	128
2026 Q1	$381K	Sell	12,783 -46	-0.4%	-$1.43K	0.15%	126
2025 Q4	$391K	Buy	12,829 +275	+2%	+$8.33K	0.16%	120
2025 Q3	$378K	Buy	12,554 +8	+0.1%	+$235	0.17%	122
2025 Q2	$359K	Buy	12,546 +2,864	+30%	+$77.5K	0.17%	117
2025 Q1	$263K	Buy	+9,682	New	+$265K	0.14%	131

Other funds holding CGCV

DAS

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

MHB

Midwest Heritage Bank West Des Moines, Iowa $353M AUM 17.98% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Lodestone Wealth Management increased its Capital Group Conservative Equity ETF (CGCV) stake by 0.41% in Q2 2026, buying an estimated $1.65K and bringing the position to 12,835 shares worth $421K. The position accounts for 0.15% of the portfolio, ranked #128.

Lodestone Wealth Management first reported a position in CGCV in Q1 2025 and has held it in 6 quarters since. 62 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

Lodestone Wealth Management held 12,835 shares of Capital Group Conservative Equity ETF worth $421K as of Q2 2026.
Lodestone Wealth Management bought 52 Capital Group Conservative Equity ETF shares in Q2 2026, an estimated $1.65K.
Capital Group Conservative Equity ETF made up 0.15% of Lodestone Wealth Management's portfolio in Q2 2026, its #128 holding.
Lodestone Wealth Management first reported a position in Capital Group Conservative Equity ETF in Q1 2025 and has held it in 6 quarters since.
62 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.