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

Meridian 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	$1.88M	Sell	57,204 -365	-0.6%	-$11.6K	0.06%	271
2026 Q1	$1.72M	Sell	57,569 -110	-0.2%	-$3.41K	0.06%	253
2025 Q4	$1.76M	Hold	57,679	–	–	0.06%	251
2025 Q3	$1.74M	Sell	57,679 -1,815	-3%	-$53.3K	0.07%	245
2025 Q2	$1.7M	Buy	+59,494	New	+$1.61M	0.07%	226

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

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

Meridian Wealth Management reduced its Capital Group Conservative Equity ETF (CGCV) stake by 0.63% in Q2 2026, selling an estimated $11.6K and leaving 57,204 shares worth $1.88M. The position accounts for 0.06% of the portfolio, ranked #271.

Meridian Wealth Management first reported a position in CGCV in Q2 2025 and has held it in 5 quarters since. 159 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

Meridian Wealth Management held 57,204 shares of Capital Group Conservative Equity ETF worth $1.88M as of Q2 2026.
Meridian Wealth Management sold 365 Capital Group Conservative Equity ETF shares in Q2 2026, an estimated $11.6K.
Capital Group Conservative Equity ETF made up 0.06% of Meridian Wealth Management's portfolio in Q2 2026, its #271 holding.
Meridian Wealth Management first reported a position in Capital Group Conservative Equity ETF in Q2 2025 and has held it in 5 quarters since.
159 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.