P
CGCV

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

&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
2026
Q2 		$11.2M Buy
339,871
+29,844
+10% +$944K 0.05% 351
2026
Q1 		$9.24M Buy
310,027
+95,931
+45% +$2.97M 0.05% 348
2025
Q4 		$6.92M Buy
214,096
+199,794
+1,397% +$6.05M 0.04% 394
2025
Q3 		$436K Buy
14,302
+3,047
+27% +$89.4K ﹤0.01% 1537
2025
Q2 		$322K Buy
+11,255
New +$305K ﹤0.01% 1585

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
DAS
DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

&Partners's CGCV Position: Q2 2026 in Review

&Partners increased its Capital Group Conservative Equity ETF (CGCV) stake by 9.6% in Q2 2026, buying an estimated $944K and bringing the position to 339,871 shares worth $11.2M. The position accounts for 0.05% of the portfolio, ranked #351.

&Partners 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.

  • &Partners held 339,871 shares of Capital Group Conservative Equity ETF worth $11.2M as of Q2 2026.
  • &Partners bought 29,844 Capital Group Conservative Equity ETF shares in Q2 2026, an estimated $944K.
  • Capital Group Conservative Equity ETF made up 0.05% of &Partners's portfolio in Q2 2026, its #351 holding.
  • &Partners 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 &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.