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

&Partners's CGCV Position: Q1 2026 in Review

&Partners increased its Capital Group Conservative Equity ETF (CGCV) stake by 45% in Q1 2026, buying an estimated $2.97M and bringing the position to 310,027 shares worth $9.24M. The position accounts for 0.05% of the portfolio, ranked #348.

&Partners first reported a position in CGCV in Q2 2025 and has held it in 4 quarters since. 144 funds tracked by Wall St. Rank hold CGCV as of Q1 2026.

  • &Partners held 310,027 shares of Capital Group Conservative Equity ETF worth $9.24M as of Q1 2026.
  • &Partners bought 95,931 Capital Group Conservative Equity ETF shares in Q1 2026, an estimated $2.97M.
  • Capital Group Conservative Equity ETF made up 0.05% of &Partners's portfolio in Q1 2026, its #348 holding.
  • &Partners first reported a position in Capital Group Conservative Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • 144 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.