NewEdge Advisors’s Capital Group Conservative Equity ETF CGCV Stock Holding History

NewEdge Advisors’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	$803K	Buy	24,457 +9,361	+62%	+$296K	﹤0.01%	1807
2026 Q1	$450K	Buy	15,096 +9,175	+155%	+$284K	﹤0.01%	2080
2025 Q4	$181K	Sell	5,921 -3,405	-37%	-$103K	﹤0.01%	2611
2025 Q3	$281K	Buy	9,326 +3,816	+69%	+$112K	﹤0.01%	2214
2025 Q2	$158K	Buy	5,510 +3,950	+253%	+$107K	﹤0.01%	2285
2025 Q1	$42.3K	Buy	+1,560	New	+$42.7K	﹤0.01%	2609

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

NewEdge Advisors's CGCV Position: Q2 2026 in Review

NewEdge Advisors increased its Capital Group Conservative Equity ETF (CGCV) stake by 62% in Q2 2026, buying an estimated $296K and bringing the position to 24,457 shares worth $803K. The position accounts for ﹤0.01% of the portfolio, ranked #1807.

NewEdge Advisors first reported a position in CGCV in Q1 2025 and has held it in 6 quarters since. 159 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

NewEdge Advisors held 24,457 shares of Capital Group Conservative Equity ETF worth $803K as of Q2 2026.
NewEdge Advisors bought 9,361 Capital Group Conservative Equity ETF shares in Q2 2026, an estimated $296K.
Capital Group Conservative Equity ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1807 holding.
NewEdge Advisors first reported a position in Capital Group Conservative Equity ETF in Q1 2025 and has held it in 6 quarters since.
159 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.