OP
CGCV

ORG Partners’s Capital Group Conservative Equity ETF CGCV Stock Holding History

ORG Partners’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
2025
Q4 		$57.8K Buy
1,895
+1,215
+179% +$36.8K 0.01% 560
2025
Q3 		$20.5K Hold
680
– – ﹤0.01% 795
2025
Q2 		$19.5K Hold
680
– – ﹤0.01% 767
2025
Q1 		$18.5K Buy
+680
New +$18.6K ﹤0.01% 701

Other funds holding CGCV

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TPF
Tribridge Partners Financial Columbia, Maryland $242M AUM 12.61% 1-Year Est. Return

ORG Partners's CGCV Position: Q4 2025 in Review

ORG Partners increased its Capital Group Conservative Equity ETF (CGCV) stake by 179% in Q4 2025, buying an estimated $36.8K and bringing the position to 1,895 shares worth $57.8K. The position accounts for 0.01% of the portfolio, ranked #560.

ORG Partners first reported a position in CGCV in Q1 2025 and has held it in 4 quarters since. 134 funds tracked by Wall St. Rank hold CGCV as of Q4 2025.

  • ORG Partners held 1,895 shares of Capital Group Conservative Equity ETF worth $57.8K as of Q4 2025.
  • ORG Partners bought 1,215 Capital Group Conservative Equity ETF shares in Q4 2025, an estimated $36.8K.
  • Capital Group Conservative Equity ETF made up 0.01% of ORG Partners's portfolio in Q4 2025, its #560 holding.
  • ORG Partners first reported a position in Capital Group Conservative Equity ETF in Q1 2025 and has held it in 4 quarters since.
  • 134 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.