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

PCG Wealth 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 		– Sell
-31,362
Closed -$935K – 191
2026
Q1 		$935K Buy
+31,362
New +$972K 0.24% 92

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 22.9% 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

PCG Wealth Advisors's CGCV Position: Q2 2026 in Review

PCG Wealth Advisors sold out of Capital Group Conservative Equity ETF (CGCV) in Q2 2026, closing a stake of 31,362 shares — an estimated $935K sold.

PCG Wealth Advisors first reported a position in CGCV in Q1 2026 and held it in 1 quarter. The position peaked at $935K in Q1 2026. 159 funds tracked by Wall St. Rank hold CGCV as of Q2 2026.

  • PCG Wealth Advisors reported no remaining Capital Group Conservative Equity ETF position as of Q2 2026 after selling out during the quarter.
  • PCG Wealth Advisors sold 31,362 Capital Group Conservative Equity ETF shares in Q2 2026, an estimated $935K.
  • PCG Wealth Advisors first reported a position in Capital Group Conservative Equity ETF in Q1 2026 and held it in 1 quarter.
  • PCG Wealth Advisors's Capital Group Conservative Equity ETF position peaked at $935K in Q1 2026.
  • 159 funds tracked by Wall St. Rank held Capital Group Conservative Equity ETF as of Q2 2026.

Based on PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.