MWM
CGCV

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

Maridea 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 		$209K Buy
+6,358
New +$201K 0.02% 522

Other funds holding CGCV

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Maridea Wealth Management opened a new position in Capital Group Conservative Equity ETF (CGCV) in Q2 2026: 6,358 shares worth $209K. The stake represents 0.02% of the portfolio and ranks #522 among its holdings.

159 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

  • Maridea Wealth Management held 6,358 shares of Capital Group Conservative Equity ETF worth $209K as of Q2 2026.
  • Capital Group Conservative Equity ETF was a new Maridea Wealth Management position in Q2 2026.
  • Capital Group Conservative Equity ETF made up 0.02% of Maridea Wealth Management's portfolio in Q2 2026, its #522 holding.
  • 159 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.