Marshall Investment Management’s Capital Group Conservative Equity ETF CGCV Stock Holding History

Marshall Investment 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	$30.5K	Hold	930	–	–	0.01%	153
2026 Q1	$27.7K	Buy	+930	New	+$28.8K	0.01%	143
2025 Q3	–	Sell	-7,445	Closed	-$213K	–	78
2025 Q2	$213K	Sell	7,445 -133,597	-95%	-$3.62M	1.01%	25
2025 Q1	$3.82M	Buy	+141,042	New	+$3.86M	2.38%	12

Other funds holding CGCV

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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 Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Marshall Investment Management's CGCV Position: Q2 2026 in Review

Marshall Investment Management held its Capital Group Conservative Equity ETF (CGCV) position steady in Q2 2026 at 930 shares worth $30.5K. The position accounts for 0.01% of the portfolio, ranked #153.

Marshall Investment Management first reported a position in CGCV in Q1 2025 and has held it in 4 quarters since. The position peaked at $3.82M in Q1 2025. 159 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

Marshall Investment Management held 930 shares of Capital Group Conservative Equity ETF worth $30.5K as of Q2 2026.
Marshall Investment Management left its Capital Group Conservative Equity ETF share count unchanged in Q2 2026.
Capital Group Conservative Equity ETF made up 0.01% of Marshall Investment Management's portfolio in Q2 2026, its #153 holding.
Marshall Investment Management first reported a position in Capital Group Conservative Equity ETF in Q1 2025 and has held it in 4 quarters since.
Marshall Investment Management's Capital Group Conservative Equity ETF position peaked at $3.82M in Q1 2025.
159 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.