MW
CGCV

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

Merited Wealth’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 		– Sell
-5,866
Closed -$179K – 293
2025
Q4 		$179K Buy
+5,866
New +$178K 0.17% 79

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
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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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 $255M AUM 14.36% 1-Year Est. Return

Merited Wealth's CGCV Position: Q1 2026 in Review

Merited Wealth sold out of Capital Group Conservative Equity ETF (CGCV) in Q1 2026, closing a stake of 5,866 shares — an estimated $179K sold.

Merited Wealth first reported a position in CGCV in Q4 2025 and held it in 1 quarter. The position peaked at $179K in Q4 2025. 144 funds tracked by Wall St. Rank hold CGCV as of Q1 2026.

  • Merited Wealth reported no remaining Capital Group Conservative Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Merited Wealth sold 5,866 Capital Group Conservative Equity ETF shares in Q1 2026, an estimated $179K.
  • Merited Wealth first reported a position in Capital Group Conservative Equity ETF in Q4 2025 and held it in 1 quarter.
  • Merited Wealth's Capital Group Conservative Equity ETF position peaked at $179K in Q4 2025.
  • 144 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q1 2026.

Based on Merited Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.