MLRA
CGCV

Main Line Retirement Advisors’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Main Line Retirement Advisors’s Portfolio CGCV Stock Details CGCV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$442K Sell
15,439
-505,224
-97% -$14.4M 0.25% 28
2025
Q1 		$14.1M Buy
520,663
+12,896
+3% +$350K 9.17% 3
2024
Q4 		$13.5M Buy
+507,767
New +$13.5M 8.88% 5