LWM
CGCV

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

LongView 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 		$336K Sell
10,245
-2,457
-19% -$77.8K 0.09% 160
2026
Q1 		$395K Buy
+12,702
New +$394K 0.1% 157

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
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
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

LongView Wealth Management reduced its Capital Group Conservative Equity ETF (CGCV) stake by 19% in Q2 2026, selling an estimated $77.8K and leaving 10,245 shares worth $336K. The position accounts for 0.09% of the portfolio, ranked #160.

LongView Wealth Management first reported a position in CGCV in Q1 2026 and has held it in 2 quarters since. The position peaked at $395K in Q1 2026. 54 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

  • LongView Wealth Management held 10,245 shares of Capital Group Conservative Equity ETF worth $336K as of Q2 2026.
  • LongView Wealth Management sold 2,457 Capital Group Conservative Equity ETF shares in Q2 2026, an estimated $77.8K.
  • Capital Group Conservative Equity ETF made up 0.09% of LongView Wealth Management's portfolio in Q2 2026, its #160 holding.
  • LongView Wealth Management first reported a position in Capital Group Conservative Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • LongView Wealth Management's Capital Group Conservative Equity ETF position peaked at $395K in Q1 2026.
  • 54 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.