MIM
CGCV

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
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TPF
Tribridge Partners Financial Columbia, Maryland $242M AUM 12.61% 1-Year Est. Return

Marshall Investment Management's CGCV Position: Q1 2026 in Review

Marshall Investment Management opened a new position in Capital Group Conservative Equity ETF (CGCV) in Q1 2026: 930 shares worth $27.7K. The stake represents 0.01% of the portfolio and ranks #143 among its holdings. This is a return to the name: Marshall Investment Management previously reported a position in CGCV as recently as Q2 2025.

Marshall Investment Management first reported a position in CGCV in Q1 2025 and has held it in 3 quarters since. The position peaked at $3.82M in Q1 2025. 144 funds tracked by Wall St. Rank hold CGCV as of Q1 2026.

  • Marshall Investment Management held 930 shares of Capital Group Conservative Equity ETF worth $27.7K as of Q1 2026.
  • Capital Group Conservative Equity ETF was a new Marshall Investment Management position in Q1 2026.
  • Capital Group Conservative Equity ETF made up 0.01% of Marshall Investment Management's portfolio in Q1 2026, its #143 holding.
  • Marshall Investment Management first reported a position in Capital Group Conservative Equity ETF in Q1 2025 and has held it in 3 quarters since.
  • Marshall Investment Management's Capital Group Conservative Equity ETF position peaked at $3.82M in Q1 2025.
  • 144 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q1 2026.

Based on Marshall Investment Management's 13F filing for Q1 2026, filed 8 May 2026.